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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,706,867 | -16.2% | 53,495 | -13.3% | 0.18% | -4.9% |
| Q2 2023 | $3,229,821 | +10.5% | 61,673 | +2.1% | 0.18% | +2.8% |
| Q1 2023 | $2,922,654 | +21.5% | 60,423 | +13.4% | 0.18% | +7.1% |
| Q4 2022 | $2,405,108 | +6.7% | 53,269 | +0.1% | 0.17% | -9.2% |
| Q3 2022 | $2,255,000 | +2616.9% | 53,239 | +3985.9% | 0.18% | +2542.9% |
| Q2 2022 | $83,000 | -97.2% | 1,303 | -97.7% | 0.01% | -96.6% |
| Q1 2022 | $3,006,000 | -3.2% | 55,815 | +104.5% | 0.21% | -6.4% |
| Q4 2021 | $3,106,000 | -0.8% | 27,287 | -9.3% | 0.22% | -11.6% |
| Q3 2021 | $3,130,000 | -12.6% | 30,090 | -12.7% | 0.25% | -12.9% |
| Q2 2021 | $3,583,000 | -6.9% | 34,457 | -14.0% | 0.29% | -11.2% |
| Q1 2021 | $3,847,000 | -4.0% | 40,060 | -9.0% | 0.32% | -4.5% |
| Q4 2020 | $4,006,000 | +12.0% | 44,042 | -0.7% | 0.34% | -5.6% |
| Q3 2020 | $3,577,000 | +1.0% | 44,368 | -7.2% | 0.36% | -3.8% |
| Q2 2020 | $3,543,000 | +17.9% | 47,818 | -2.6% | 0.37% | +3.3% |
| Q1 2020 | $3,006,000 | -27.6% | 49,084 | -9.2% | 0.36% | -11.1% |
| Q4 2019 | $4,150,000 | -2.7% | 54,031 | -10.1% | 0.40% | -6.3% |
| Q3 2019 | $4,264,000 | +1.4% | 60,115 | +0.3% | 0.43% | +6.7% |
| Q2 2019 | $4,207,000 | +3.8% | 59,940 | 0.0% | 0.40% | +1.3% |
| Q1 2019 | $4,053,000 | +13.7% | 59,940 | +0.4% | 0.40% | +3.1% |
| Q4 2018 | $3,565,000 | – | 59,715 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |