SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,012 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,549,393 | +11.5% | 45,202 | 0.0% | 2.19% | +1.8% |
| Q3 2023 | $2,287,221 | -7.7% | 45,202 | -4.4% | 2.15% | -3.2% |
| Q2 2023 | $2,476,996 | +8.7% | 47,298 | +0.4% | 2.22% | +5.3% |
| Q1 2023 | $2,278,953 | +7.1% | 47,115 | 0.0% | 2.11% | +1.2% |
| Q4 2022 | $2,127,242 | +6.6% | 47,115 | 0.0% | 2.09% | +2.0% |
| Q3 2022 | $1,995,000 | -5.2% | 47,115 | 0.0% | 2.05% | +0.0% |
| Q2 2022 | $2,104,000 | -1.8% | 47,115 | +18.4% | 2.04% | +8.0% |
| Q1 2022 | $2,143,000 | -5.4% | 39,804 | +100.0% | 1.89% | +0.7% |
| Q4 2021 | $2,265,000 | +9.3% | 19,902 | -0.1% | 1.88% | +1.5% |
| Q3 2021 | $2,072,000 | -6.1% | 19,920 | -6.1% | 1.85% | -7.4% |
| Q2 2021 | $2,206,000 | -20.9% | 21,214 | -26.9% | 2.00% | -18.9% |
| Q1 2021 | $2,788,000 | +5.0% | 29,028 | -0.6% | 2.47% | +2.2% |
| Q4 2020 | $2,656,000 | +4.9% | 29,203 | -7.0% | 2.42% | -6.6% |
| Q3 2020 | $2,533,000 | +0.6% | 31,409 | -7.6% | 2.59% | -3.9% |
| Q2 2020 | $2,518,000 | +7.4% | 33,980 | -11.2% | 2.69% | -15.6% |
| Q1 2020 | $2,345,000 | -61.2% | 38,283 | -51.3% | 3.19% | -45.2% |
| Q4 2019 | $6,042,000 | +14.4% | 78,665 | +5.6% | 5.82% | +11.8% |
| Q3 2019 | $5,283,000 | -3.0% | 74,487 | -4.0% | 5.20% | -2.9% |
| Q2 2019 | $5,448,000 | +57.8% | 77,615 | +52.0% | 5.36% | +51.9% |
| Q1 2019 | $3,452,000 | +28.3% | 51,052 | +13.3% | 3.53% | +14.0% |
| Q4 2018 | $2,691,000 | – | 45,073 | – | 3.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |