SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,479 | -3.4% | 4,298 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $225,086 | +8.3% | 4,298 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $207,894 | +7.1% | 4,298 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $194,055 | +6.6% | 4,298 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $182,000 | -5.2% | 4,298 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $192,000 | -16.9% | 4,298 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $231,000 | -5.7% | 4,298 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $245,000 | -0.4% | 2,149 | -9.3% | 0.02% | -6.2% |
| Q3 2021 | $246,000 | 0.0% | 2,369 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $246,000 | +110.3% | 2,369 | +94.2% | 0.02% | +100.0% |
| Q1 2021 | $117,000 | +5.4% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $111,000 | +13.3% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $98,000 | +8.9% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $90,000 | -25.6% | 1,220 | -38.1% | 0.01% | -33.3% |
| Q1 2020 | $121,000 | -19.9% | 1,970 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $151,000 | +7.9% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $140,000 | +1.4% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $138,000 | +3.8% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $133,000 | +12.7% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $118,000 | -13.9% | 1,970 | 0.0% | 0.01% | -7.1% |
| Q3 2018 | $137,000 | +7.0% | 1,970 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $128,000 | +3.2% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $124,000 | -1.6% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $126,000 | – | 1,970 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |