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 | $1,511,523 | -3.7% | 29,872 | -0.3% | 2.05% | +1.8% |
| Q2 2023 | $1,569,634 | +8.3% | 29,972 | 0.0% | 2.01% | +6.0% |
| Q1 2023 | $1,449,746 | +6.6% | 29,972 | -0.5% | 1.90% | +5.9% |
| Q4 2022 | $1,360,370 | +6.6% | 30,130 | 0.0% | 1.79% | -8.6% |
| Q3 2022 | $1,276,000 | -5.2% | 30,130 | 0.0% | 1.96% | +3.1% |
| Q2 2022 | $1,346,000 | -17.1% | 30,130 | 0.0% | 1.90% | -3.0% |
| Q1 2022 | $1,623,000 | -5.4% | 30,130 | +100.0% | 1.96% | -3.1% |
| Q4 2021 | $1,715,000 | +9.4% | 15,065 | 0.0% | 2.02% | -0.7% |
| Q3 2021 | $1,567,000 | +0.1% | 15,065 | 0.0% | 2.04% | +3.3% |
| Q2 2021 | $1,566,000 | +7.9% | 15,065 | -0.3% | 1.97% | +8.8% |
| Q1 2021 | $1,451,000 | +8.6% | 15,105 | +2.9% | 1.81% | +4.0% |
| Q4 2020 | $1,336,000 | +157.9% | 14,685 | +128.9% | 1.74% | +125.3% |
| Q3 2020 | $518,000 | +9.1% | 6,416 | 0.0% | 0.77% | +1.0% |
| Q2 2020 | $475,000 | +20.9% | 6,416 | 0.0% | 0.77% | +1.2% |
| Q1 2020 | $393,000 | -20.3% | 6,416 | 0.0% | 0.76% | +7.5% |
| Q4 2019 | $493,000 | +8.4% | 6,416 | 0.0% | 0.70% | +3.7% |
| Q3 2019 | $455,000 | +1.1% | 6,416 | 0.0% | 0.68% | +5.4% |
| Q2 2019 | $450,000 | +3.7% | 6,416 | 0.0% | 0.64% | -4.3% |
| Q1 2019 | $434,000 | +13.3% | 6,416 | 0.0% | 0.67% | -3.6% |
| Q4 2018 | $383,000 | -14.1% | 6,416 | 0.0% | 0.70% | -1.1% |
| Q3 2018 | $446,000 | +7.0% | 6,416 | 0.0% | 0.71% | -0.8% |
| Q2 2018 | $417,000 | +3.0% | 6,416 | 0.0% | 0.71% | +105.8% |
| Q1 2018 | $405,000 | -1.0% | 6,416 | 0.0% | 0.35% | +4.2% |
| Q4 2017 | $409,000 | +6.2% | 6,416 | 0.0% | 0.33% | +2.5% |
| Q3 2017 | $385,000 | +3.8% | 6,416 | 0.0% | 0.32% | +1.6% |
| Q2 2017 | $371,000 | +2.8% | 6,416 | 0.0% | 0.32% | +0.9% |
| Q1 2017 | $361,000 | +5.6% | 6,416 | 0.0% | 0.32% | +0.3% |
| Q4 2016 | $342,000 | +3.3% | 6,416 | 0.0% | 0.32% | +1.9% |
| Q3 2016 | $331,000 | +3.8% | 6,416 | 0.0% | 0.31% | +1.6% |
| Q2 2016 | $319,000 | – | 6,416 | – | 0.30% | – |
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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% |