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 | $2,634,691 | -7.6% | 52,069 | -4.4% | 0.00% | 0.0% |
| Q2 2023 | $2,851,285 | +8.4% | 54,445 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $2,631,376 | -22.8% | 54,401 | -28.0% | 0.00% | -33.3% |
| Q4 2022 | $3,410,000 | +47.0% | 75,526 | +37.9% | 0.00% | +50.0% |
| Q3 2022 | $2,320,000 | -5.6% | 54,775 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $2,457,000 | +36.9% | 55,006 | +65.1% | 0.00% | 0.0% |
| Q1 2022 | $1,795,000 | -6.7% | 33,326 | +97.1% | 0.00% | 0.0% |
| Q4 2021 | $1,924,000 | +17.5% | 16,904 | +7.3% | 0.00% | 0.0% |
| Q3 2021 | $1,638,000 | -4.9% | 15,749 | -5.0% | 0.00% | 0.0% |
| Q2 2021 | $1,723,000 | +7.2% | 16,572 | -1.0% | 0.00% | 0.0% |
| Q1 2021 | $1,608,000 | +43.2% | 16,747 | +35.6% | 0.00% | +100.0% |
| Q4 2020 | $1,123,000 | +6.1% | 12,347 | -5.9% | 0.00% | 0.0% |
| Q3 2020 | $1,058,000 | +2.4% | 13,125 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $1,033,000 | +19.1% | 13,945 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $867,000 | -27.4% | 14,159 | -8.9% | 0.00% | 0.0% |
| Q4 2019 | $1,195,000 | +19.6% | 15,546 | +10.4% | 0.00% | 0.0% |
| Q3 2019 | $999,000 | -7.3% | 14,081 | -8.4% | 0.00% | 0.0% |
| Q2 2019 | $1,078,000 | +0.8% | 15,364 | -2.9% | 0.00% | 0.0% |
| Q1 2019 | $1,069,000 | +27.6% | 15,817 | +12.7% | 0.00% | 0.0% |
| Q4 2018 | $838,000 | -14.8% | 14,031 | -0.7% | 0.00% | 0.0% |
| Q3 2018 | $983,000 | +10.9% | 14,129 | +3.6% | 0.00% | 0.0% |
| Q2 2018 | $886,000 | -0.1% | 13,639 | -2.9% | 0.00% | 0.0% |
| Q1 2018 | $887,000 | +1.4% | 14,053 | +2.5% | 0.00% | 0.0% |
| Q4 2017 | $875,000 | +11.2% | 13,711 | +4.5% | 0.00% | 0.0% |
| Q3 2017 | $787,000 | +470.3% | 13,115 | +446.5% | 0.00% | – |
| Q2 2017 | $138,000 | -57.8% | 2,400 | -58.6% | 0.00% | – |
| Q1 2017 | $327,000 | -67.2% | 5,798 | -69.0% | 0.00% | -100.0% |
| Q4 2016 | $996,000 | +11.9% | 18,696 | +8.5% | 0.00% | 0.0% |
| Q3 2016 | $890,000 | +179.0% | 17,227 | +168.1% | 0.00% | – |
| Q2 2016 | $319,000 | +21.8% | 6,425 | +19.4% | 0.00% | – |
| Q1 2016 | $262,000 | -58.5% | 5,381 | -58.7% | 0.00% | -100.0% |
| Q4 2015 | $631,000 | -3.1% | 13,025 | -8.4% | 0.00% | 0.0% |
| Q3 2015 | $651,000 | +1.1% | 14,221 | +8.8% | 0.00% | 0.0% |
| Q2 2015 | $644,000 | +208.1% | 13,070 | +209.5% | 0.00% | – |
| Q1 2015 | $209,000 | +1.0% | 4,223 | 0.0% | 0.00% | – |
| Q4 2014 | $207,000 | +5075.0% | 4,223 | +4592.2% | 0.00% | – |
| Q2 2014 | $4,000 | -94.0% | 90 | -94.1% | 0.00% | – |
| Q4 2013 | $67,000 | +8.1% | 1,519 | -2.0% | 0.00% | – |
| Q3 2013 | $62,000 | +226.3% | 1,550 | +215.0% | 0.00% | – |
| Q2 2013 | $19,000 | – | 492 | – | 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% |