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 | $53,612,794 | -2.7% | 1,059,541 | +0.7% | 11.16% | -1.3% |
| Q2 2023 | $55,076,577 | +10.3% | 1,051,682 | +1.8% | 11.31% | +4.0% |
| Q1 2023 | $49,951,723 | +2.7% | 1,032,700 | -4.1% | 10.88% | -3.3% |
| Q4 2022 | $48,615,182 | +8.9% | 1,076,748 | +2.1% | 11.25% | +0.6% |
| Q3 2022 | $44,655,000 | +75.6% | 1,054,419 | +85.2% | 11.18% | +85.1% |
| Q2 2022 | $25,433,000 | -15.6% | 569,483 | +1.7% | 6.04% | -4.8% |
| Q1 2022 | $30,149,000 | +14.7% | 559,872 | +142.4% | 6.34% | +20.4% |
| Q4 2021 | $26,290,000 | +9.1% | 230,980 | -0.3% | 5.27% | +1.1% |
| Q3 2021 | $24,091,000 | -0.7% | 231,573 | -0.8% | 5.21% | -8.0% |
| Q2 2021 | $24,260,000 | +6.5% | 233,341 | -1.6% | 5.66% | -17.2% |
| Q1 2021 | $22,781,000 | -3.9% | 237,223 | -9.0% | 6.84% | -30.1% |
| Q4 2020 | $23,705,000 | +13.6% | 260,634 | +0.7% | 9.79% | -7.0% |
| Q3 2020 | $20,871,000 | +13.3% | 258,849 | +4.2% | 10.52% | +6.3% |
| Q2 2020 | $18,414,000 | +20.5% | 248,499 | -0.4% | 9.90% | +8.9% |
| Q1 2020 | $15,281,000 | -20.7% | 249,486 | -0.6% | 9.09% | -24.3% |
| Q4 2019 | $19,279,000 | – | 250,999 | – | 12.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |