SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 961 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,902 | -3.7% | 57,355 | -0.3% | 0.44% | -1.1% |
| Q2 2023 | $3,012 | +5.1% | 57,518 | -3.0% | 0.45% | -0.7% |
| Q1 2023 | $2,867 | -7.8% | 59,278 | -13.9% | 0.45% | -13.7% |
| Q4 2022 | $3,109 | -99.9% | 68,853 | -27.9% | 0.52% | -23.2% |
| Q3 2022 | $4,047,000 | -9.0% | 95,550 | -4.0% | 0.68% | -3.0% |
| Q2 2022 | $4,446,000 | -25.2% | 99,550 | -9.8% | 0.70% | -11.9% |
| Q1 2022 | $5,945,000 | -38.2% | 110,402 | +30.6% | 0.80% | -34.4% |
| Q4 2021 | $9,623,000 | -19.3% | 84,543 | -26.2% | 1.22% | -23.8% |
| Q3 2021 | $11,918,000 | -8.1% | 114,566 | -8.1% | 1.60% | -7.6% |
| Q2 2021 | $12,964,000 | +5.3% | 124,686 | -2.8% | 1.73% | -0.3% |
| Q1 2021 | $12,313,000 | -1.0% | 128,218 | -6.3% | 1.74% | -9.1% |
| Q4 2020 | $12,441,000 | -13.2% | 136,785 | -23.1% | 1.91% | -26.7% |
| Q3 2020 | $14,340,000 | -12.5% | 177,849 | -19.6% | 2.61% | -20.2% |
| Q2 2020 | $16,382,000 | +7.5% | 221,089 | -11.1% | 3.27% | -10.2% |
| Q1 2020 | $15,235,000 | -14.7% | 248,732 | +6.9% | 3.64% | +5.4% |
| Q4 2019 | $17,867,000 | +8.0% | 232,607 | -0.3% | 3.45% | -1.3% |
| Q3 2019 | $16,543,000 | -1.3% | 233,234 | -2.3% | 3.50% | -1.1% |
| Q2 2019 | $16,761,000 | +0.9% | 238,798 | -2.8% | 3.54% | -3.2% |
| Q1 2019 | $16,607,000 | +16.9% | 245,636 | +3.2% | 3.65% | +5.3% |
| Q4 2018 | $14,204,000 | -15.9% | 237,927 | -2.0% | 3.47% | -4.3% |
| Q3 2018 | $16,894,000 | +3.3% | 242,873 | -3.5% | 3.62% | -0.6% |
| Q2 2018 | $16,359,000 | +8.8% | 251,719 | +5.6% | 3.65% | +8.4% |
| Q1 2018 | $15,037,000 | +5.3% | 238,378 | +6.4% | 3.36% | +8.8% |
| Q4 2017 | $14,286,000 | +6.3% | 223,983 | +0.1% | 3.09% | +2.5% |
| Q3 2017 | $13,435,000 | +15.1% | 223,772 | +10.8% | 3.02% | +11.2% |
| Q2 2017 | $11,668,000 | +12.1% | 201,979 | +9.2% | 2.71% | +5.9% |
| Q1 2017 | $10,412,000 | +18.0% | 185,041 | +11.7% | 2.56% | +7.3% |
| Q4 2016 | $8,821,000 | +21.6% | 165,624 | +17.8% | 2.39% | +28.0% |
| Q3 2016 | $7,255,000 | +39.7% | 140,538 | +34.6% | 1.86% | +36.3% |
| Q2 2016 | $5,195,000 | +5.7% | 104,379 | +3.7% | 1.37% | +0.1% |
| Q1 2016 | $4,914,000 | -11.5% | 100,607 | -12.0% | 1.37% | -3.6% |
| Q4 2015 | $5,551,000 | +6.5% | 114,288 | +0.3% | 1.42% | -1.5% |
| Q3 2015 | $5,212,000 | -7.7% | 113,904 | -0.5% | 1.44% | +4.9% |
| Q2 2015 | $5,646,000 | -23.8% | 114,478 | -23.4% | 1.37% | -23.8% |
| Q1 2015 | $7,407,000 | -13.4% | 149,429 | -14.3% | 1.80% | -14.6% |
| Q4 2014 | $8,552,000 | +23.6% | 174,360 | +18.5% | 2.11% | +19.2% |
| Q3 2014 | $6,917,000 | +17.8% | 147,192 | +17.4% | 1.77% | +20.0% |
| Q2 2014 | $5,871,000 | +16.3% | 125,362 | +11.0% | 1.48% | +11.1% |
| Q1 2014 | $5,049,000 | +10.1% | 112,921 | +8.6% | 1.33% | +10.8% |
| Q4 2013 | $4,585,000 | +100.9% | 104,009 | +83.3% | 1.20% | +75.3% |
| Q3 2013 | $2,282,000 | – | 56,755 | – | 0.68% | – |
Download | ||||||
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% |