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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,390,664 | +638.0% | 719,183 | +663.8% | 1.83% | +667.6% |
| Q2 2023 | $4,930,945 | -3.2% | 94,156 | -10.6% | 0.24% | -23.7% |
| Q1 2023 | $5,094,772 | +1.3% | 105,329 | -5.4% | 0.31% | -12.6% |
| Q4 2022 | $5,029,466 | +7.2% | 111,395 | +0.5% | 0.36% | -7.8% |
| Q3 2022 | $4,692,000 | -8.9% | 110,803 | -3.9% | 0.39% | -9.8% |
| Q2 2022 | $5,148,000 | -31.7% | 115,279 | -17.7% | 0.43% | -20.0% |
| Q1 2022 | $7,542,000 | +143.8% | 140,054 | +77.7% | 0.54% | +132.0% |
| Q4 2021 | $3,094,000 | +482.7% | 78,821 | +1443.1% | 0.23% | +216.4% |
| Q3 2021 | $531,000 | +1.7% | 5,108 | +1.7% | 0.07% | -21.5% |
| Q2 2021 | $522,000 | +6.1% | 5,021 | -1.9% | 0.09% | -2.1% |
| Q1 2021 | $492,000 | +48.2% | 5,120 | +40.4% | 0.10% | +5.6% |
| Q4 2020 | $332,000 | +5.4% | 3,646 | -6.8% | 0.09% | -36.2% |
| Q3 2020 | $315,000 | -40.5% | 3,911 | -45.2% | 0.14% | -51.7% |
| Q2 2020 | $529,000 | -71.5% | 7,135 | -76.5% | 0.29% | -84.7% |
| Q1 2020 | $1,856,000 | -91.9% | 30,300 | -89.6% | 1.90% | -90.6% |
| Q4 2019 | $22,924,000 | +12.0% | 292,659 | +1.4% | 20.24% | -5.6% |
| Q3 2019 | $20,465,000 | +5.9% | 288,523 | +4.8% | 21.45% | -3.3% |
| Q2 2019 | $19,316,000 | +11.4% | 275,192 | +7.3% | 22.18% | -3.0% |
| Q1 2019 | $17,344,000 | – | 256,528 | – | 22.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |