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 | $418,495 | -8.1% | 8,271 | -4.9% | 0.07% | -4.2% |
| Q2 2023 | $455,619 | +8.3% | 8,700 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $420,819 | +7.1% | 8,700 | 0.0% | 0.07% | -6.3% |
| Q4 2022 | $392,805 | +6.7% | 8,700 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $368,000 | -5.4% | 8,700 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $389,000 | -27.8% | 8,700 | -13.0% | 0.08% | -16.3% |
| Q1 2022 | $539,000 | -5.3% | 10,000 | +100.0% | 0.10% | -2.0% |
| Q4 2021 | $569,000 | +9.4% | 5,000 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $520,000 | 0.0% | 5,000 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $520,000 | +8.3% | 5,000 | 0.0% | 0.10% | -4.6% |
| Q1 2021 | $480,000 | +0.2% | 5,000 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $479,000 | +13.2% | 5,000 | 0.0% | 0.11% | -6.0% |
| Q3 2020 | $423,000 | +5.8% | 5,000 | 0.0% | 0.12% | -7.2% |
| Q2 2020 | $400,000 | +20.5% | 5,000 | 0.0% | 0.12% | -2.3% |
| Q1 2020 | $332,000 | -16.2% | 5,000 | 0.0% | 0.13% | -3.8% |
| Q4 2019 | $396,000 | +7.9% | 5,000 | 0.0% | 0.13% | -4.3% |
| Q3 2019 | $367,000 | +3.1% | 5,000 | 0.0% | 0.14% | -4.8% |
| Q2 2019 | $356,000 | -3.5% | 5,000 | -8.5% | 0.15% | -9.9% |
| Q1 2019 | $369,000 | +13.2% | 5,462 | 0.0% | 0.16% | -10.0% |
| Q4 2018 | $326,000 | – | 5,462 | – | 0.18% | – |
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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% |