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 | $46,356,178 | +5.3% | 916,130 | +2.6% | 5.22% | -1.6% |
| Q2 2023 | $44,025,729 | +2.4% | 893,198 | +0.5% | 5.31% | +2.2% |
| Q1 2023 | $43,004,074 | +10.9% | 889,065 | +3.5% | 5.19% | +1.7% |
| Q4 2022 | $38,778,790 | +204.4% | 858,888 | +185.5% | 5.11% | +138.4% |
| Q3 2022 | $12,741,000 | +670.3% | 300,855 | +712.3% | 2.14% | +526.3% |
| Q2 2022 | $1,654,000 | +105.2% | 37,038 | +147.6% | 0.34% | +142.6% |
| Q1 2022 | $806,000 | -57.2% | 14,960 | -9.7% | 0.14% | -53.9% |
| Q4 2021 | $1,885,000 | -93.7% | 16,563 | -94.2% | 0.31% | -94.8% |
| Q3 2021 | $29,719,000 | +2.7% | 285,673 | +2.6% | 5.84% | +2.6% |
| Q2 2021 | $28,935,000 | +11.6% | 278,303 | +4.4% | 5.70% | +6.0% |
| Q1 2021 | $25,927,000 | +28.8% | 266,653 | +20.4% | 5.37% | +11.3% |
| Q4 2020 | $20,137,000 | +30.8% | 221,409 | +16.0% | 4.83% | +2.2% |
| Q3 2020 | $15,391,000 | +21.1% | 190,879 | +11.3% | 4.73% | +11.8% |
| Q2 2020 | $12,712,000 | +106.2% | 171,569 | +70.4% | 4.23% | +65.5% |
| Q1 2020 | $6,166,000 | +20.1% | 100,669 | +50.6% | 2.55% | +27.8% |
| Q4 2019 | $5,136,000 | +31.5% | 66,863 | +19.8% | 2.00% | +9.8% |
| Q3 2019 | $3,907,000 | – | 55,796 | – | 1.82% | – |
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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% |