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 | $951,097 | -4.9% | 18,796 | -1.6% | 0.04% | -8.5% |
| Q2 2023 | $1,000,075 | +1.6% | 19,096 | -6.1% | 0.05% | -6.0% |
| Q1 2023 | $984,149 | +6.9% | 20,346 | -0.2% | 0.05% | -3.8% |
| Q4 2022 | $920,212 | +6.5% | 20,381 | -0.1% | 0.05% | -5.5% |
| Q3 2022 | $864,000 | -5.2% | 20,408 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $911,000 | +10.6% | 20,408 | +33.3% | 0.06% | +31.1% |
| Q1 2022 | $824,000 | -5.4% | 15,308 | +100.0% | 0.04% | +2.3% |
| Q4 2021 | $871,000 | +9.4% | 7,654 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $796,000 | +8.6% | 7,654 | +8.5% | 0.04% | +7.1% |
| Q2 2021 | $733,000 | +8.3% | 7,054 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $677,000 | +5.5% | 7,054 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $642,000 | +12.8% | 7,054 | 0.0% | 0.04% | -2.3% |
| Q3 2020 | $569,000 | +8.8% | 7,054 | 0.0% | 0.04% | +2.3% |
| Q2 2020 | $523,000 | +27.6% | 7,054 | +5.3% | 0.04% | +7.5% |
| Q1 2020 | $410,000 | +64.7% | 6,696 | +106.3% | 0.04% | +135.3% |
| Q4 2019 | $249,000 | +8.3% | 3,245 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $230,000 | +8.0% | 3,245 | +7.0% | 0.02% | 0.0% |
| Q2 2019 | $213,000 | -48.0% | 3,032 | -50.0% | 0.02% | 0.0% |
| Q1 2019 | $410,000 | +39.0% | 6,064 | +23.3% | 0.02% | -36.0% |
| Q3 2017 | $295,000 | +3.9% | 4,920 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $284,000 | +2.5% | 4,920 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $277,000 | – | 4,920 | – | 0.02% | – |
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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% |