SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,193,000 | -16.7% | 75,402 | -12.1% | 0.08% | -9.2% |
| Q2 2022 | $3,831,000 | -20.4% | 85,792 | -4.0% | 0.09% | -7.4% |
| Q1 2022 | $4,811,000 | -7.3% | 89,350 | +95.9% | 0.09% | -3.1% |
| Q4 2021 | $5,192,000 | -2.4% | 45,620 | -10.7% | 0.10% | +3.2% |
| Q3 2021 | $5,317,000 | +1.3% | 51,109 | +1.2% | 0.09% | +9.3% |
| Q2 2021 | $5,248,000 | +6.8% | 50,479 | -1.4% | 0.09% | -1.1% |
| Q1 2021 | $4,914,000 | -4.4% | 51,176 | -9.4% | 0.09% | -2.2% |
| Q4 2020 | $5,138,000 | +15.1% | 56,495 | +2.0% | 0.09% | -24.6% |
| Q3 2020 | $4,465,000 | +10.8% | 55,375 | +1.8% | 0.12% | +2.6% |
| Q2 2020 | $4,031,000 | +10.5% | 54,402 | -8.7% | 0.12% | -5.0% |
| Q1 2020 | $3,648,000 | -21.5% | 59,559 | -1.6% | 0.12% | +0.8% |
| Q4 2019 | $4,650,000 | +17.0% | 60,535 | +8.1% | 0.12% | +9.1% |
| Q3 2019 | $3,973,000 | -3.8% | 56,006 | -4.8% | 0.11% | -5.2% |
| Q2 2019 | $4,129,000 | +6.4% | 58,823 | +2.5% | 0.12% | +3.6% |
| Q1 2019 | $3,882,000 | +15.8% | 57,410 | +2.2% | 0.11% | +5.7% |
| Q4 2018 | $3,352,000 | +33.7% | 56,152 | +55.7% | 0.11% | +47.2% |
| Q3 2018 | $2,507,000 | +57.9% | 36,053 | +47.5% | 0.07% | +46.9% |
| Q2 2018 | $1,588,000 | +28.3% | 24,437 | +24.5% | 0.05% | +32.4% |
| Q1 2018 | $1,238,000 | -6.2% | 19,633 | -5.1% | 0.04% | -5.1% |
| Q4 2017 | $1,320,000 | +29.9% | 20,695 | +22.3% | 0.04% | +21.9% |
| Q3 2017 | $1,016,000 | +24.8% | 16,915 | +20.0% | 0.03% | +23.1% |
| Q2 2017 | $814,000 | +139.4% | 14,094 | +133.8% | 0.03% | +136.4% |
| Q1 2017 | $340,000 | +295.3% | 6,029 | +273.1% | 0.01% | +266.7% |
| Q4 2016 | $86,000 | +7.5% | 1,616 | +3.8% | 0.00% | 0.0% |
| Q3 2016 | $80,000 | -22.3% | 1,557 | -24.6% | 0.00% | -25.0% |
| Q2 2016 | $103,000 | +60.9% | 2,065 | +57.0% | 0.00% | +100.0% |
| Q1 2016 | $64,000 | -86.0% | 1,315 | -86.0% | 0.00% | -87.5% |
| Q4 2015 | $457,000 | +562.3% | 9,415 | +540.9% | 0.02% | +700.0% |
| Q2 2014 | $69,000 | – | 1,469 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |