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 | $296,971 | -18.0% | 5,869 | -15.1% | 0.22% | -13.0% |
| Q2 2023 | $362,086 | +0.7% | 6,914 | -7.0% | 0.25% | +4.5% |
| Q1 2023 | $359,728 | -94.2% | 7,437 | +1.1% | 0.24% | -43.9% |
| Q4 2022 | $6,234,042 | +2634.2% | 7,353 | +36.3% | 0.43% | +231.5% |
| Q3 2022 | $228,000 | +11.2% | 5,393 | +17.4% | 0.13% | +27.5% |
| Q2 2022 | $205,000 | -19.0% | 4,592 | -2.2% | 0.10% | -8.1% |
| Q1 2022 | $253,000 | -27.1% | 4,694 | +54.1% | 0.11% | -25.0% |
| Q4 2021 | $347,000 | +5.8% | 3,047 | -3.3% | 0.15% | +1.4% |
| Q3 2021 | $328,000 | -4.7% | 3,151 | -4.9% | 0.15% | -2.7% |
| Q2 2021 | $344,000 | +4.2% | 3,312 | -3.6% | 0.15% | +2.7% |
| Q1 2021 | $330,000 | -7.8% | 3,434 | -12.7% | 0.15% | -22.8% |
| Q4 2020 | $358,000 | +13.7% | 3,932 | +0.6% | 0.19% | +7.4% |
| Q3 2020 | $315,000 | +8.6% | 3,907 | 0.0% | 0.18% | +15.0% |
| Q2 2020 | $290,000 | +25.0% | 3,907 | +3.1% | 0.15% | +11.7% |
| Q1 2020 | $232,000 | -20.0% | 3,791 | +0.5% | 0.14% | +24.5% |
| Q4 2019 | $290,000 | +6.2% | 3,772 | -1.9% | 0.11% | +8.9% |
| Q3 2019 | $273,000 | -1.4% | 3,845 | -2.5% | 0.10% | +1.0% |
| Q2 2019 | $277,000 | +3.7% | 3,944 | 0.0% | 0.10% | -2.9% |
| Q1 2019 | $267,000 | +23.0% | 3,944 | +8.5% | 0.10% | +19.8% |
| Q4 2018 | $217,000 | -9.2% | 3,635 | +5.7% | 0.09% | +3.6% |
| Q3 2018 | $239,000 | +15.5% | 3,440 | +4.7% | 0.08% | +20.3% |
| Q1 2018 | $207,000 | -5.9% | 3,285 | -4.7% | 0.07% | -6.8% |
| Q4 2017 | $220,000 | +2.3% | 3,448 | -3.9% | 0.07% | +2.8% |
| Q3 2017 | $215,000 | +3.9% | 3,589 | 0.0% | 0.07% | -4.0% |
| Q2 2017 | $207,000 | +1.5% | 3,589 | -1.2% | 0.08% | -2.6% |
| Q1 2017 | $204,000 | – | 3,633 | – | 0.08% | – |
Download | ||||||
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% |