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 | $440,979 | -1.8% | 8,715 | +1.6% | 0.02% | +6.7% |
| Q2 2023 | $449,073 | -39.9% | 8,575 | -44.5% | 0.02% | -42.3% |
| Q1 2023 | $746,978 | -85.4% | 15,443 | -86.4% | 0.03% | -85.9% |
| Q4 2022 | $5,124,841 | +81.7% | 113,507 | +70.4% | 0.18% | +65.8% |
| Q3 2022 | $2,821,000 | -23.0% | 66,622 | -18.8% | 0.11% | -20.1% |
| Q2 2022 | $3,665,000 | +622.9% | 82,070 | +772.0% | 0.14% | +768.8% |
| Q1 2022 | $507,000 | -66.4% | 9,412 | -29.0% | 0.02% | -63.6% |
| Q4 2021 | $1,508,000 | +126.1% | 13,251 | +80.8% | 0.04% | +83.3% |
| Q4 2020 | $667,000 | -85.6% | 7,330 | -90.3% | 0.02% | -89.0% |
| Q1 2020 | $4,642,000 | +182.2% | 75,790 | +254.0% | 0.22% | +291.1% |
| Q4 2019 | $1,645,000 | -95.2% | 21,412 | -96.2% | 0.06% | -96.7% |
| Q4 2018 | $34,042,000 | +946.5% | 570,215 | +833.5% | 1.72% | +1201.5% |
| Q4 2016 | $3,253,000 | -25.1% | 61,085 | -31.7% | 0.13% | -34.7% |
| Q4 2015 | $4,341,000 | +366.8% | 89,380 | +371.3% | 0.20% | +348.9% |
| Q4 2014 | $930,000 | – | 18,966 | – | 0.04% | – |
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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% |