SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,230 | +9.2% | 66,787 | +2.0% | 1.32% | +0.7% |
| Q4 2022 | $2,957 | -99.9% | 65,495 | +5.4% | 1.32% | +5.1% |
| Q3 2022 | $2,631,000 | -3.4% | 62,117 | +1.9% | 1.25% | +0.3% |
| Q2 2022 | $2,724,000 | -10.4% | 60,986 | +8.1% | 1.25% | +0.5% |
| Q1 2022 | $3,039,000 | -4.5% | 56,427 | +101.9% | 1.24% | +0.2% |
| Q4 2021 | $3,181,000 | +6.5% | 27,950 | -2.7% | 1.24% | -0.5% |
| Q3 2021 | $2,988,000 | -9.5% | 28,722 | -9.5% | 1.24% | -12.9% |
| Q2 2021 | $3,300,000 | +6.3% | 31,738 | -1.8% | 1.43% | -15.7% |
| Q1 2021 | $3,104,000 | +3.4% | 32,325 | -2.0% | 1.70% | -4.8% |
| Q4 2020 | $3,001,000 | +4.1% | 32,995 | -7.7% | 1.78% | -8.3% |
| Q3 2020 | $2,883,000 | +4.2% | 35,759 | -4.3% | 1.94% | -6.6% |
| Q2 2020 | $2,767,000 | +29.8% | 37,348 | +7.4% | 2.08% | +11.9% |
| Q1 2020 | $2,131,000 | -20.7% | 34,784 | -0.5% | 1.86% | -16.1% |
| Q4 2019 | $2,686,000 | +2.4% | 34,967 | -5.4% | 2.22% | -4.7% |
| Q3 2019 | $2,623,000 | -1.2% | 36,976 | -2.3% | 2.33% | -5.0% |
| Q2 2019 | $2,656,000 | +5.0% | 37,839 | +1.1% | 2.45% | -0.9% |
| Q1 2019 | $2,530,000 | – | 37,418 | – | 2.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |