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 | $267,978 | -5.3% | 5,296 | -1.9% | 0.09% | 0.0% |
| Q2 2023 | $282,850 | +105836.3% | 5,401 | -2.2% | 0.09% | +2.2% |
| Q1 2023 | $267 | +7.2% | 5,521 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $249 | -99.9% | 5,521 | -3.2% | 0.09% | -4.4% |
| Q3 2022 | $242,000 | -3.6% | 5,704 | +1.3% | 0.09% | +4.7% |
| Q2 2022 | $251,000 | -18.0% | 5,629 | -0.8% | 0.09% | -5.5% |
| Q1 2022 | $306,000 | -6.4% | 5,674 | +97.2% | 0.09% | -1.1% |
| Q4 2021 | $327,000 | +0.6% | 2,877 | -7.9% | 0.09% | -3.2% |
| Q3 2021 | $325,000 | -16.0% | 3,123 | -16.1% | 0.10% | -14.4% |
| Q2 2021 | $387,000 | +5.7% | 3,723 | -2.4% | 0.11% | -2.6% |
| Q1 2021 | $366,000 | -1.9% | 3,813 | -7.0% | 0.11% | -10.9% |
| Q4 2020 | $373,000 | +13.0% | 4,098 | 0.0% | 0.13% | -12.3% |
| Q3 2020 | $330,000 | +7.8% | 4,098 | -0.7% | 0.15% | +2.1% |
| Q2 2020 | $306,000 | +9.3% | 4,128 | -9.8% | 0.14% | -13.9% |
| Q1 2020 | $280,000 | -21.6% | 4,578 | -1.4% | 0.17% | +14.5% |
| Q4 2019 | $357,000 | +6.9% | 4,644 | -1.5% | 0.14% | -4.0% |
| Q3 2019 | $334,000 | -0.6% | 4,714 | -1.6% | 0.15% | -1.3% |
| Q2 2019 | $336,000 | +2.8% | 4,789 | -1.1% | 0.15% | -0.6% |
| Q1 2019 | $327,000 | -27.0% | 4,840 | -35.5% | 0.15% | -33.0% |
| Q4 2018 | $448,000 | -14.7% | 7,501 | -0.7% | 0.23% | -1.7% |
| Q3 2018 | $525,000 | +4.6% | 7,551 | -2.3% | 0.23% | -0.8% |
| Q2 2018 | $502,000 | +7.0% | 7,731 | +4.0% | 0.24% | +2.2% |
| Q1 2018 | $469,000 | -15.8% | 7,431 | -14.9% | 0.23% | -11.2% |
| Q4 2017 | $557,000 | -1.6% | 8,731 | -7.4% | 0.26% | -1.5% |
| Q3 2017 | $566,000 | +3.9% | 9,426 | 0.0% | 0.26% | +3.1% |
| Q2 2017 | $545,000 | +2.8% | 9,426 | +0.1% | 0.26% | -5.2% |
| Q1 2017 | $530,000 | -6.4% | 9,421 | -11.4% | 0.27% | -7.2% |
| Q4 2016 | $566,000 | +3.1% | 10,630 | 0.0% | 0.29% | +1.4% |
| Q3 2016 | $549,000 | +3.4% | 10,630 | -0.3% | 0.29% | +1.1% |
| Q2 2016 | $531,000 | +6.4% | 10,660 | +4.4% | 0.28% | +6.8% |
| Q1 2016 | $499,000 | +1.8% | 10,212 | +1.3% | 0.27% | +4.3% |
| Q4 2015 | $490,000 | +33.9% | 10,082 | +26.0% | 0.26% | +26.9% |
| Q3 2015 | $366,000 | -7.6% | 8,001 | -0.3% | 0.20% | -0.5% |
| Q2 2015 | $396,000 | +43.5% | 8,026 | +44.4% | 0.20% | +46.4% |
| Q1 2015 | $276,000 | – | 5,559 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |