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 | $202,429 | -3.4% | 4,001 | +0.0% | 0.00% | – |
| Q2 2023 | $209,480 | -80.7% | 4,000 | -82.1% | 0.00% | – |
| Q1 2023 | $1,083,583 | -30.5% | 22,402 | -35.1% | 0.00% | – |
| Q4 2022 | $1,558,081 | +6.6% | 34,509 | +0.0% | 0.00% | – |
| Q3 2022 | $1,461,000 | -10.5% | 34,498 | -5.6% | 0.00% | – |
| Q2 2022 | $1,633,000 | -5.6% | 36,557 | +13.8% | 0.00% | – |
| Q1 2022 | $1,729,000 | -2.0% | 32,111 | +107.2% | 0.00% | – |
| Q4 2021 | $1,764,000 | +6.1% | 15,494 | -3.1% | 0.00% | – |
| Q3 2021 | $1,663,000 | +2.7% | 15,983 | +2.7% | 0.00% | – |
| Q2 2021 | $1,619,000 | +6.9% | 15,569 | -1.3% | 0.00% | – |
| Q1 2021 | $1,515,000 | +28.2% | 15,779 | +21.5% | 0.00% | – |
| Q4 2020 | $1,182,000 | +20.9% | 12,992 | +7.1% | 0.00% | – |
| Q3 2020 | $978,000 | +5.7% | 12,126 | -2.8% | 0.00% | – |
| Q2 2020 | $925,000 | +27.2% | 12,479 | +5.1% | 0.00% | – |
| Q1 2020 | $727,000 | -23.3% | 11,871 | -3.8% | 0.00% | – |
| Q4 2019 | $948,000 | +10.9% | 12,344 | +2.4% | 0.00% | – |
| Q3 2019 | $855,000 | +13.2% | 12,058 | +12.1% | 0.00% | – |
| Q2 2019 | $755,000 | +4.4% | 10,761 | +0.6% | 0.00% | – |
| Q1 2019 | $723,000 | +13.5% | 10,699 | +0.3% | 0.00% | – |
| Q4 2018 | $637,000 | -15.2% | 10,668 | -1.2% | 0.00% | – |
| Q3 2018 | $751,000 | +9.6% | 10,797 | +2.4% | 0.00% | – |
| Q2 2018 | $685,000 | -0.1% | 10,545 | -3.1% | 0.00% | – |
| Q1 2018 | $686,000 | +7.4% | 10,883 | +8.6% | 0.00% | – |
| Q4 2017 | $639,000 | +5.3% | 10,022 | -0.9% | 0.00% | – |
| Q3 2017 | $607,000 | +3.4% | 10,115 | -0.5% | 0.00% | – |
| Q2 2017 | $587,000 | +5.8% | 10,165 | +3.0% | 0.00% | – |
| Q1 2017 | $555,000 | +5.7% | 9,868 | +0.1% | 0.00% | -100.0% |
| Q4 2016 | $525,000 | +2.5% | 9,854 | -0.6% | 0.00% | 0.0% |
| Q3 2016 | $512,000 | +6.0% | 9,909 | +2.1% | 0.00% | 0.0% |
| Q2 2016 | $483,000 | +4.8% | 9,704 | +2.8% | 0.00% | 0.0% |
| Q1 2016 | $461,000 | +609.2% | 9,440 | +602.4% | 0.00% | – |
| Q4 2015 | $65,000 | – | 1,344 | – | 0.00% | – |
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% |