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 | $2,262,762 | -3.3% | 44,719 | +0.0% | 1.48% | +0.7% |
| Q2 2023 | $2,341,046 | +8.1% | 44,702 | -0.2% | 1.47% | +2.6% |
| Q1 2023 | $2,166,392 | +7.0% | 44,788 | -0.1% | 1.43% | +27.5% |
| Q4 2022 | $2,023,772 | +42.1% | 44,823 | +33.3% | 1.12% | +29.3% |
| Q3 2022 | $1,424,000 | -7.4% | 33,634 | -2.3% | 0.87% | +0.3% |
| Q2 2022 | $1,537,000 | -17.9% | 34,423 | -1.0% | 0.87% | -5.7% |
| Q1 2022 | $1,873,000 | -7.8% | 34,784 | +94.9% | 0.92% | -13.3% |
| Q4 2021 | $2,031,000 | +7.7% | 17,846 | -1.5% | 1.06% | -3.0% |
| Q3 2021 | $1,885,000 | -2.6% | 18,118 | -2.7% | 1.09% | -27.4% |
| Q2 2021 | $1,936,000 | +7.7% | 18,622 | -0.5% | 1.50% | -15.0% |
| Q1 2021 | $1,797,000 | +3.2% | 18,710 | -2.3% | 1.77% | -3.6% |
| Q4 2020 | $1,742,000 | -31.0% | 19,153 | -38.9% | 1.84% | -22.4% |
| Q3 2020 | $2,526,000 | +6.9% | 31,327 | -1.7% | 2.37% | +7.5% |
| Q2 2020 | $2,362,000 | -68.2% | 31,881 | -73.7% | 2.20% | -69.1% |
| Q1 2020 | $7,419,000 | -47.2% | 121,133 | -33.8% | 7.12% | -19.9% |
| Q4 2019 | $14,060,000 | -1.0% | 183,044 | -8.6% | 8.90% | -8.2% |
| Q3 2019 | $14,209,000 | -6.1% | 200,327 | -7.1% | 9.69% | -10.3% |
| Q2 2019 | $15,131,000 | +2.4% | 215,573 | -1.4% | 10.81% | -8.9% |
| Q1 2019 | $14,778,000 | +9.3% | 218,571 | -3.5% | 11.86% | -9.8% |
| Q4 2018 | $13,516,000 | – | 226,406 | – | 13.15% | – |
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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% |