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 | $882,234 | -96.0% | 17,435 | -95.9% | 0.53% | -95.3% |
| Q2 2023 | $22,004,776 | +8.9% | 420,179 | +0.6% | 11.28% | +1.7% |
| Q1 2023 | $20,210,238 | +411.9% | 417,826 | +377.8% | 11.09% | +386.1% |
| Q4 2022 | $3,948,283 | +370.6% | 87,448 | +341.6% | 2.28% | +353.5% |
| Q3 2022 | $839,000 | -23.4% | 19,803 | -19.3% | 0.50% | -22.4% |
| Q2 2022 | $1,095,000 | -86.1% | 24,528 | -83.2% | 0.65% | -85.5% |
| Q1 2022 | $7,883,000 | -13.6% | 146,383 | +82.5% | 4.47% | -13.3% |
| Q4 2021 | $9,129,000 | +12.6% | 80,203 | +2.9% | 5.16% | -1.8% |
| Q3 2021 | $8,106,000 | +1.8% | 77,917 | +1.7% | 5.25% | +1.5% |
| Q2 2021 | $7,962,000 | +12.9% | 76,584 | +4.3% | 5.17% | -0.7% |
| Q1 2021 | $7,051,000 | +6.6% | 73,425 | +0.9% | 5.21% | +7.1% |
| Q4 2020 | $6,616,000 | +8.2% | 72,739 | -4.1% | 4.87% | +1.5% |
| Q3 2020 | $6,113,000 | +141.6% | 75,815 | +131.7% | 4.80% | +173.8% |
| Q2 2020 | $2,530,000 | -58.1% | 32,722 | -66.8% | 1.75% | -66.4% |
| Q1 2020 | $6,033,000 | -14.3% | 98,498 | +7.5% | 5.21% | -6.3% |
| Q4 2019 | $7,039,000 | – | 91,645 | – | 5.56% | – |
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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% |