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 | $86,338,763 | -1.0% | 1,706,300 | +2.4% | 22.40% | +0.8% |
| Q2 2023 | $87,235,731 | +333.6% | 1,665,758 | +300.5% | 22.21% | +208.4% |
| Q1 2023 | $20,120,177 | -11.9% | 415,964 | -17.8% | 7.20% | -19.7% |
| Q4 2022 | $22,835,839 | +16.2% | 505,777 | +9.0% | 8.97% | -9.4% |
| Q3 2022 | $19,659,000 | +13.3% | 464,206 | +19.5% | 9.90% | +37.6% |
| Q2 2022 | $17,347,000 | +1.7% | 388,436 | +22.6% | 7.20% | +3.6% |
| Q1 2022 | $17,064,000 | +1272.8% | 316,879 | +2826.5% | 6.95% | +1223.4% |
| Q4 2021 | $1,243,000 | +35.1% | 10,828 | +22.4% | 0.52% | +2.3% |
| Q2 2021 | $920,000 | +91.3% | 8,849 | +81.5% | 0.51% | +38.6% |
| Q1 2021 | $481,000 | -60.0% | 4,876 | -63.1% | 0.37% | -63.9% |
| Q4 2020 | $1,202,000 | – | 13,221 | – | 1.02% | – |
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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% |