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 | $1,352,975 | -7.8% | 26,739 | -4.6% | 0.01% | 0.0% |
| Q2 2023 | $1,467,450 | -1.4% | 28,021 | -8.9% | 0.01% | 0.0% |
| Q1 2023 | $1,487,765 | +23.3% | 30,758 | +15.1% | 0.01% | +16.7% |
| Q4 2022 | $1,206,558 | +5.8% | 26,723 | -0.7% | 0.01% | +20.0% |
| Q3 2022 | $1,140,000 | -1.6% | 26,914 | +3.8% | 0.01% | 0.0% |
| Q2 2022 | $1,158,000 | -15.1% | 25,933 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $1,364,000 | -7.8% | 25,331 | +94.8% | 0.01% | -16.7% |
| Q4 2021 | $1,480,000 | +11.4% | 13,002 | +1.9% | 0.01% | 0.0% |
| Q3 2021 | $1,328,000 | +3.6% | 12,765 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $1,282,000 | +11.6% | 12,326 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $1,149,000 | +11.6% | 11,966 | +5.7% | 0.01% | 0.0% |
| Q4 2020 | $1,030,000 | +9.9% | 11,325 | -2.5% | 0.01% | 0.0% |
| Q3 2020 | $937,000 | +12.4% | 11,617 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $834,000 | +4.8% | 11,261 | -13.3% | 0.01% | 0.0% |
| Q1 2020 | $796,000 | -17.2% | 12,989 | +3.8% | 0.01% | +20.0% |
| Q4 2019 | $961,000 | +7.5% | 12,510 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $894,000 | -3.8% | 12,604 | -4.8% | 0.01% | 0.0% |
| Q2 2019 | $929,000 | +7.0% | 13,238 | +3.1% | 0.01% | 0.0% |
| Q1 2019 | $868,000 | +8.6% | 12,838 | -4.1% | 0.01% | 0.0% |
| Q4 2018 | $799,000 | -10.3% | 13,386 | +4.4% | 0.01% | 0.0% |
| Q3 2018 | $891,000 | +6.5% | 12,816 | -0.5% | 0.01% | 0.0% |
| Q2 2018 | $837,000 | +6.8% | 12,883 | +3.7% | 0.01% | 0.0% |
| Q1 2018 | $784,000 | +0.5% | 12,428 | +1.7% | 0.01% | +25.0% |
| Q4 2017 | $780,000 | +9.4% | 12,224 | +2.9% | 0.00% | -33.3% |
| Q3 2017 | $713,000 | +6.4% | 11,879 | +2.4% | 0.01% | +20.0% |
| Q2 2017 | $670,000 | – | 11,603 | – | 0.01% | – |
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% |