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 | $9,514,694 | +10.7% | 188,037 | +14.6% | 0.02% | +14.3% |
| Q2 2023 | $8,592,974 | +6.4% | 164,082 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $8,078,660 | +1.8% | 167,018 | -5.0% | 0.01% | 0.0% |
| Q4 2022 | $7,934,526 | +67.8% | 175,737 | +57.4% | 0.01% | +40.0% |
| Q3 2022 | $4,728,000 | -1.5% | 111,650 | +3.9% | 0.01% | +11.1% |
| Q2 2022 | $4,800,000 | -15.8% | 107,471 | +1.6% | 0.01% | 0.0% |
| Q1 2022 | $5,698,000 | -2.7% | 105,820 | +105.7% | 0.01% | 0.0% |
| Q4 2021 | $5,856,000 | +8.9% | 51,447 | -0.5% | 0.01% | -10.0% |
| Q3 2021 | $5,379,000 | +4.7% | 51,705 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $5,136,000 | +0.4% | 49,396 | -7.2% | 0.01% | 0.0% |
| Q1 2021 | $5,113,000 | -13.5% | 53,247 | -18.0% | 0.01% | -23.1% |
| Q4 2020 | $5,909,000 | +7.7% | 64,966 | -4.6% | 0.01% | 0.0% |
| Q3 2020 | $5,488,000 | +7.5% | 68,063 | -1.2% | 0.01% | 0.0% |
| Q2 2020 | $5,106,000 | +21.5% | 68,904 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $4,203,000 | -36.9% | 68,617 | -20.9% | 0.01% | -23.5% |
| Q4 2019 | $6,665,000 | +6.4% | 86,777 | -1.8% | 0.02% | 0.0% |
| Q3 2019 | $6,266,000 | -1.6% | 88,343 | -2.6% | 0.02% | -5.6% |
| Q2 2019 | $6,368,000 | +11.0% | 90,727 | +6.9% | 0.02% | +5.9% |
| Q1 2019 | $5,737,000 | +11.5% | 84,856 | -1.5% | 0.02% | 0.0% |
| Q4 2018 | $5,146,000 | -12.8% | 86,190 | +1.5% | 0.02% | 0.0% |
| Q3 2018 | $5,903,000 | +39.8% | 84,875 | +30.7% | 0.02% | +30.8% |
| Q2 2018 | $4,221,000 | -2.9% | 64,952 | -5.7% | 0.01% | 0.0% |
| Q1 2018 | $4,347,000 | +11.2% | 68,911 | +12.4% | 0.01% | +8.3% |
| Q4 2017 | $3,910,000 | +5.5% | 61,309 | -0.7% | 0.01% | 0.0% |
| Q3 2017 | $3,707,000 | +3.9% | 61,760 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $3,568,000 | -32.7% | 61,760 | -34.4% | 0.01% | -33.3% |
| Q1 2017 | $5,300,000 | +33.2% | 94,195 | +26.0% | 0.02% | +28.6% |
| Q4 2016 | $3,980,000 | +221.7% | 74,737 | +212.0% | 0.01% | +180.0% |
| Q3 2016 | $1,237,000 | +261.7% | 23,955 | +248.3% | 0.01% | +400.0% |
| Q2 2016 | $342,000 | +19.2% | 6,878 | +17.0% | 0.00% | 0.0% |
| Q1 2016 | $287,000 | +1410.5% | 5,878 | +1369.5% | 0.00% | – |
| Q4 2015 | $19,000 | +5.6% | 400 | 0.0% | 0.00% | – |
| Q3 2015 | $18,000 | -61.7% | 400 | -58.4% | 0.00% | – |
| Q2 2015 | $47,000 | -2.1% | 962 | 0.0% | 0.00% | – |
| Q1 2015 | $48,000 | 0.0% | 962 | -1.7% | 0.00% | – |
| Q4 2014 | $48,000 | +77.8% | 979 | +69.1% | 0.00% | – |
| Q3 2014 | $27,000 | +2600.0% | 579 | +3305.9% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2013 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2013 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2013 | $1,000 | – | 17 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |