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 | $1,657,622 | +11.6% | 32,759 | +15.5% | 0.13% | +12.6% |
| Q2 2023 | $1,485,297 | +10.9% | 28,362 | +2.4% | 0.12% | +5.3% |
| Q1 2023 | $1,339,280 | +116056.1% | 27,688 | +8.5% | 0.11% | +6.6% |
| Q4 2022 | $1,153 | -99.9% | 25,530 | +20.3% | 0.11% | +14.0% |
| Q3 2022 | $899,000 | -3.3% | 21,230 | +2.0% | 0.09% | +12.0% |
| Q2 2022 | $930,000 | -18.6% | 20,814 | -1.9% | 0.08% | -9.8% |
| Q1 2022 | $1,142,000 | +20.2% | 21,209 | +154.2% | 0.09% | +17.9% |
| Q4 2021 | $950,000 | +24.7% | 8,345 | +13.9% | 0.08% | 0.0% |
| Q3 2021 | $762,000 | +24.3% | 7,327 | +24.2% | 0.08% | +25.8% |
| Q2 2021 | $613,000 | -12.3% | 5,897 | -18.9% | 0.06% | -16.2% |
| Q1 2021 | $699,000 | -12.7% | 7,274 | -17.4% | 0.07% | -17.8% |
| Q4 2020 | $801,000 | -12.8% | 8,810 | -22.7% | 0.09% | -30.2% |
| Q3 2020 | $919,000 | +13.9% | 11,398 | +4.6% | 0.13% | +4.9% |
| Q2 2020 | $807,000 | -89.6% | 10,892 | -91.4% | 0.12% | -91.6% |
| Q1 2020 | $7,767,000 | -40.4% | 126,804 | -25.2% | 1.46% | -37.2% |
| Q4 2019 | $13,027,000 | – | 169,596 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |