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 | $2,140,532 | -11.9% | 42,303 | -8.8% | 0.45% | +4.1% |
| Q2 2023 | $2,429,026 | +4.4% | 46,382 | -3.6% | 0.44% | -5.6% |
| Q1 2023 | $2,327,696 | +10.2% | 48,123 | +2.9% | 0.46% | -1.7% |
| Q4 2022 | $2,112,208 | +3.3% | 46,782 | -3.1% | 0.47% | -8.4% |
| Q3 2022 | $2,045,000 | -5.1% | 48,287 | 0.0% | 0.51% | +3.0% |
| Q2 2022 | $2,156,000 | -17.0% | 48,287 | +0.2% | 0.50% | +4.4% |
| Q1 2022 | $2,597,000 | -5.4% | 48,212 | +99.9% | 0.48% | -42.7% |
| Q4 2021 | $2,745,000 | -45.8% | 24,121 | -50.4% | 0.83% | -71.3% |
| Q3 2021 | $5,064,000 | +80.3% | 48,666 | +80.2% | 2.89% | +339.2% |
| Q2 2021 | $2,808,000 | +13.6% | 27,009 | +5.0% | 0.66% | -13.7% |
| Q1 2021 | $2,471,000 | +1.0% | 25,734 | -4.4% | 0.76% | +6.7% |
| Q4 2020 | $2,447,000 | +10.7% | 26,910 | -1.8% | 0.72% | +23.9% |
| Q3 2020 | $2,210,000 | +9.5% | 27,416 | +0.6% | 0.58% | -1.5% |
| Q2 2020 | $2,019,000 | +26.5% | 27,244 | 0.0% | 0.59% | +14.2% |
| Q1 2020 | $1,596,000 | -28.1% | 27,244 | -5.7% | 0.51% | +0.6% |
| Q4 2019 | $2,220,000 | +10.1% | 28,895 | +1.6% | 0.51% | -54.2% |
| Q3 2019 | $2,017,000 | -7.3% | 28,434 | -8.3% | 1.12% | -2.3% |
| Q2 2019 | $2,177,000 | +5.6% | 31,012 | +1.7% | 1.14% | -27.8% |
| Q1 2019 | $2,061,000 | +13.2% | 30,484 | -0.0% | 1.58% | +20.0% |
| Q4 2018 | $1,820,000 | -6.6% | 30,499 | +8.9% | 1.32% | +6.9% |
| Q3 2018 | $1,949,000 | +48625.0% | 28,015 | +49926.8% | 1.23% | +40966.7% |
| Q2 2018 | $4,000 | -99.8% | 56 | -99.8% | 0.00% | -99.8% |
| Q1 2018 | $1,714,000 | +12.0% | 27,200 | +13.3% | 1.30% | +2.8% |
| Q4 2017 | $1,531,000 | – | 24,012 | – | 1.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |