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 | $13,688,960 | -0.8% | 270,533 | +2.7% | 2.08% | +3.4% |
| Q2 2023 | $13,793,293 | -0.9% | 263,382 | -8.4% | 2.02% | -5.2% |
| Q1 2023 | $13,913,202 | +1.0% | 287,641 | -5.7% | 2.13% | -1.4% |
| Q4 2022 | $13,776,699 | +11.1% | 305,132 | +4.2% | 2.16% | +4.1% |
| Q3 2022 | $12,403,000 | -5.5% | 292,879 | -0.3% | 2.07% | -4.1% |
| Q2 2022 | $13,120,000 | -17.0% | 293,783 | +0.1% | 2.16% | -0.9% |
| Q1 2022 | $15,805,000 | +6.5% | 293,506 | +125.0% | 2.18% | +18.2% |
| Q4 2021 | $14,847,000 | +12.0% | 130,443 | +2.4% | 1.84% | +2.4% |
| Q3 2021 | $13,257,000 | +0.5% | 127,439 | +0.4% | 1.80% | +1.2% |
| Q2 2021 | $13,197,000 | +21.0% | 126,929 | +11.8% | 1.78% | +10.8% |
| Q1 2021 | $10,906,000 | +6.1% | 113,572 | +0.5% | 1.60% | +3.2% |
| Q4 2020 | $10,282,000 | +10.9% | 113,055 | -1.7% | 1.55% | -3.7% |
| Q3 2020 | $9,272,000 | +5.0% | 114,991 | -3.5% | 1.61% | -8.7% |
| Q2 2020 | $8,833,000 | +26.0% | 119,203 | +4.2% | 1.77% | +20.4% |
| Q1 2020 | $7,008,000 | +88.7% | 114,422 | +136.7% | 1.47% | +106.8% |
| Q4 2019 | $3,713,000 | +10.6% | 48,334 | +2.1% | 0.71% | +2.9% |
| Q3 2019 | $3,358,000 | +7.5% | 47,338 | +6.4% | 0.69% | +7.6% |
| Q2 2019 | $3,123,000 | +15.5% | 44,491 | +11.3% | 0.64% | +9.6% |
| Q1 2019 | $2,703,000 | +11.1% | 39,975 | -1.9% | 0.58% | -10.7% |
| Q4 2018 | $2,432,000 | -10.1% | 40,730 | +4.8% | 0.66% | +17.0% |
| Q3 2018 | $2,705,000 | +14.8% | 38,882 | +7.2% | 0.56% | +1.6% |
| Q2 2018 | $2,356,000 | +17.4% | 36,258 | +14.0% | 0.55% | +14.3% |
| Q1 2018 | $2,007,000 | +56.8% | 31,818 | +58.5% | 0.48% | +59.6% |
| Q4 2017 | $1,280,000 | +48.5% | 20,077 | +39.8% | 0.30% | +39.2% |
| Q3 2017 | $862,000 | +22.8% | 14,360 | +18.1% | 0.22% | +17.3% |
| Q2 2017 | $702,000 | -8.5% | 12,158 | -10.8% | 0.18% | -9.3% |
| Q1 2017 | $767,000 | -1.8% | 13,623 | -7.2% | 0.20% | -6.8% |
| Q4 2016 | $781,000 | -3.1% | 14,673 | -6.0% | 0.22% | -3.5% |
| Q3 2016 | $806,000 | +11.9% | 15,612 | +7.9% | 0.23% | +8.6% |
| Q2 2016 | $720,000 | +6.7% | 14,465 | +4.7% | 0.21% | +0.5% |
| Q1 2016 | $675,000 | -45.5% | 13,812 | -45.8% | 0.21% | -44.4% |
| Q4 2015 | $1,238,000 | +0.1% | 25,481 | -5.7% | 0.37% | -10.5% |
| Q3 2015 | $1,237,000 | -8.5% | 27,022 | -1.4% | 0.42% | +13.0% |
| Q2 2015 | $1,352,000 | +0.2% | 27,414 | +0.8% | 0.37% | -0.5% |
| Q1 2015 | $1,349,000 | +6.2% | 27,204 | +5.1% | 0.37% | +12.4% |
| Q4 2014 | $1,270,000 | +76.6% | 25,893 | +69.1% | 0.33% | +68.9% |
| Q3 2014 | $719,000 | -1.5% | 15,308 | -1.8% | 0.20% | 0.0% |
| Q2 2014 | $730,000 | +4.9% | 15,583 | +0.1% | 0.20% | +0.5% |
| Q1 2014 | $696,000 | +0.7% | 15,566 | -0.7% | 0.20% | +2.1% |
| Q4 2013 | $691,000 | +9.3% | 15,678 | -0.2% | 0.19% | -7.3% |
| Q3 2013 | $632,000 | +5.3% | 15,715 | +0.1% | 0.21% | +1.0% |
| Q2 2013 | $600,000 | +20.5% | 15,700 | +17.7% | 0.20% | +20.7% |
| Q1 2013 | $498,000 | – | 13,342 | – | 0.17% | – |
Download | ||||||
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% |