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 | $19,210,695 | +313.5% | 379,658 | +327.9% | 2.34% | +308.4% |
| Q2 2023 | $4,646,424 | +9.0% | 88,723 | +0.6% | 0.57% | +3.2% |
| Q1 2023 | $4,264,009 | +7.1% | 88,154 | 0.0% | 0.55% | +1.7% |
| Q4 2022 | $3,980,153 | +7.1% | 88,154 | +0.5% | 0.54% | +2.6% |
| Q3 2022 | $3,715,000 | -5.0% | 87,722 | +0.1% | 0.53% | +6.0% |
| Q2 2022 | $3,912,000 | -26.0% | 87,602 | -10.8% | 0.50% | -9.6% |
| Q1 2022 | $5,288,000 | +1.1% | 98,202 | +95.3% | 0.55% | +4.5% |
| Q3 2021 | $5,232,000 | -14.9% | 50,290 | -14.9% | 0.53% | -0.2% |
| Q2 2021 | $6,147,000 | +1.6% | 59,127 | -6.1% | 0.53% | +9.0% |
| Q1 2021 | $6,048,000 | +2.3% | 62,977 | -3.1% | 0.49% | +10.4% |
| Q4 2020 | $5,910,000 | +12.6% | 64,979 | -0.2% | 0.44% | +6.0% |
| Q3 2020 | $5,247,000 | +9.0% | 65,079 | +0.2% | 0.42% | +15.9% |
| Q2 2020 | $4,814,000 | +21.0% | 64,964 | 0.0% | 0.36% | +0.8% |
| Q1 2020 | $3,979,000 | -7.7% | 64,964 | +15.8% | 0.36% | +9.5% |
| Q4 2019 | $4,310,000 | +13.2% | 56,107 | +4.5% | 0.32% | +9.8% |
| Q3 2019 | $3,809,000 | +0.1% | 53,699 | -1.0% | 0.30% | +78.3% |
| Q2 2019 | $3,807,000 | +3.5% | 54,236 | -0.3% | 0.17% | +1.2% |
| Q1 2019 | $3,678,000 | +17.1% | 54,401 | +3.4% | 0.16% | +3.1% |
| Q4 2018 | $3,141,000 | -14.2% | 52,614 | 0.0% | 0.16% | +1.9% |
| Q3 2018 | $3,660,000 | +7.0% | 52,614 | -0.1% | 0.16% | +2.0% |
| Q2 2018 | $3,421,000 | +2.6% | 52,644 | -0.4% | 0.15% | -4.4% |
| Q1 2018 | $3,333,000 | -1.0% | 52,844 | +0.2% | 0.16% | +3.9% |
| Q4 2017 | $3,365,000 | +9.2% | 52,764 | +2.8% | 0.15% | +2.7% |
| Q3 2017 | $3,081,000 | +12.1% | 51,324 | +7.9% | 0.15% | +20.0% |
| Q2 2017 | $2,748,000 | +14.0% | 47,574 | +11.1% | 0.12% | +13.6% |
| Q1 2017 | $2,410,000 | +23.8% | 42,827 | +17.2% | 0.11% | +20.9% |
| Q4 2016 | $1,946,000 | +234.9% | 36,547 | +224.9% | 0.09% | +237.0% |
| Q3 2016 | $581,000 | +6.2% | 11,249 | +2.3% | 0.03% | +8.0% |
| Q2 2016 | $547,000 | +2.4% | 10,999 | +0.5% | 0.02% | 0.0% |
| Q1 2016 | $534,000 | +12.9% | 10,939 | +12.3% | 0.02% | +13.6% |
| Q4 2015 | $473,000 | +15.1% | 9,739 | +8.3% | 0.02% | +10.0% |
| Q3 2015 | $411,000 | -7.8% | 8,989 | -0.7% | 0.02% | 0.0% |
| Q2 2015 | $446,000 | +4.9% | 9,054 | +5.6% | 0.02% | 0.0% |
| Q1 2015 | $425,000 | +5.5% | 8,572 | +4.3% | 0.02% | +5.3% |
| Q4 2014 | $403,000 | +8.6% | 8,222 | +4.0% | 0.02% | -13.6% |
| Q3 2014 | $371,000 | +4.2% | 7,902 | +3.8% | 0.02% | +4.8% |
| Q2 2014 | $356,000 | +6.9% | 7,612 | +2.1% | 0.02% | +5.0% |
| Q1 2014 | $333,000 | +5.4% | 7,452 | +4.0% | 0.02% | +5.3% |
| Q4 2013 | $316,000 | +14.1% | 7,164 | +3.8% | 0.02% | 0.0% |
| Q3 2013 | $277,000 | +4.9% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $264,000 | – | 6,900 | – | 0.02% | – |
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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% |