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 | $3,509,567 | +3.3% | 65,895 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $3,398,546 | +7.0% | 64,808 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $3,176,208 | -2.4% | 69,304 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $3,253,000 | +3.1% | 70,807 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $3,154,000 | -16.4% | 69,855 | +1.3% | 0.00% | -50.0% |
| Q1 2022 | $3,771,000 | -7.0% | 68,934 | +94.3% | 0.00% | 0.0% |
| Q4 2021 | $4,057,000 | +16.1% | 35,472 | +7.1% | 0.00% | 0.0% |
| Q3 2021 | $3,494,000 | +9.7% | 33,106 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $3,184,000 | +22.4% | 30,607 | +16.7% | 0.00% | 0.0% |
| Q1 2021 | $2,601,000 | +7.3% | 26,217 | -0.1% | 0.00% | 0.0% |
| Q4 2020 | $2,423,000 | +16.1% | 26,239 | +1.6% | 0.00% | 0.0% |
| Q3 2020 | $2,087,000 | +4.1% | 25,814 | -2.7% | 0.00% | 0.0% |
| Q2 2020 | $2,004,000 | +23.2% | 26,518 | -2.7% | 0.00% | 0.0% |
| Q1 2020 | $1,627,000 | -27.8% | 27,246 | -7.1% | 0.00% | 0.0% |
| Q4 2019 | $2,253,000 | +1.2% | 29,333 | -6.5% | 0.00% | 0.0% |
| Q3 2019 | $2,227,000 | +22.6% | 31,387 | +21.2% | 0.00% | 0.0% |
| Q2 2019 | $1,817,000 | -4.8% | 25,891 | -8.2% | 0.00% | 0.0% |
| Q1 2019 | $1,908,000 | -10.7% | 28,215 | -21.1% | 0.00% | 0.0% |
| Q4 2018 | $2,136,000 | +21.2% | 35,762 | +41.2% | 0.00% | +100.0% |
| Q3 2018 | $1,762,000 | +6.4% | 25,331 | -0.6% | 0.00% | 0.0% |
| Q2 2018 | $1,656,000 | +8.5% | 25,476 | +5.3% | 0.00% | 0.0% |
| Q1 2018 | $1,526,000 | +2.4% | 24,187 | +3.6% | 0.00% | 0.0% |
| Q4 2017 | $1,490,000 | +12.4% | 23,355 | +5.8% | 0.00% | 0.0% |
| Q3 2017 | $1,326,000 | +3.0% | 22,079 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $1,287,000 | -19.1% | 22,284 | -21.1% | 0.00% | -50.0% |
| Q1 2017 | $1,590,000 | +34.6% | 28,261 | +25.7% | 0.00% | +100.0% |
| Q4 2016 | $1,181,000 | +3.9% | 22,475 | +2.0% | 0.00% | 0.0% |
| Q3 2016 | $1,137,000 | +3.6% | 22,034 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $1,097,000 | +0.5% | 22,059 | -1.2% | 0.00% | 0.0% |
| Q1 2016 | $1,091,000 | -5.3% | 22,316 | -5.9% | 0.00% | 0.0% |
| Q4 2015 | $1,152,000 | +6.8% | 23,706 | +0.5% | 0.00% | 0.0% |
| Q3 2015 | $1,079,000 | -26.2% | 23,591 | -20.4% | 0.00% | -50.0% |
| Q2 2015 | $1,463,000 | -35.5% | 29,654 | -35.2% | 0.00% | -33.3% |
| Q1 2015 | $2,269,000 | -1.8% | 45,769 | -2.8% | 0.00% | 0.0% |
| Q4 2014 | $2,310,000 | +3.2% | 47,080 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $2,238,000 | -7.6% | 47,621 | -7.9% | 0.00% | 0.0% |
| Q2 2014 | $2,422,000 | +9.2% | 51,714 | +4.3% | 0.00% | 0.0% |
| Q1 2014 | $2,217,000 | -7.8% | 49,599 | -9.0% | 0.00% | 0.0% |
| Q4 2013 | $2,404,000 | +9.1% | 54,527 | -0.5% | 0.00% | 0.0% |
| Q3 2013 | $2,203,000 | -4.1% | 54,796 | -8.9% | 0.00% | -25.0% |
| Q2 2013 | $2,298,000 | – | 60,170 | – | 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% |