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 | $959,275 | +342.1% | 18,958 | +291.0% | 0.01% | +150.0% |
| Q3 2022 | $217,000 | -3.6% | 4,849 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -14.4% | 4,832 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $263,000 | +1.5% | 4,959 | +98.1% | 0.00% | 0.0% |
| Q4 2021 | $259,000 | +1.2% | 2,503 | +7.7% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +7.6% | 2,324 | +4.0% | 0.00% | +100.0% |
| Q2 2021 | $238,000 | +0.8% | 2,234 | -4.2% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | +17.4% | 2,332 | +8.6% | 0.00% | 0.0% |
| Q4 2020 | $201,000 | -1.5% | 2,147 | -12.0% | 0.00% | 0.0% |
| Q3 2020 | $204,000 | -3.3% | 2,439 | -9.5% | 0.00% | -50.0% |
| Q4 2019 | $211,000 | -28.0% | 2,695 | -36.6% | 0.00% | 0.0% |
| Q1 2019 | $293,000 | -16.3% | 4,249 | -23.5% | 0.00% | -33.3% |
| Q4 2018 | $350,000 | -3.6% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $363,000 | -2.7% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $373,000 | +10.4% | 5,555 | +5.7% | 0.00% | +50.0% |
| Q1 2018 | $338,000 | -5.1% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $356,000 | +10.6% | 5,255 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $322,000 | -2.1% | 5,255 | -5.8% | 0.00% | 0.0% |
| Q2 2017 | $329,000 | +3.5% | 5,581 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $318,000 | – | 5,581 | – | 0.00% | – |
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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% |