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 | $1,531,156 | -3.4% | 30,260 | 0.0% | 0.33% | +1.9% |
| Q2 2023 | $1,584,717 | +15.0% | 30,260 | -0.9% | 0.32% | +13.4% |
| Q1 2023 | $1,377,978 | 0.0% | 30,520 | 0.0% | 0.28% | 0.0% |
| Q4 2022 | $1,377,978 | +1.4% | 30,520 | -4.9% | 0.28% | -12.4% |
| Q3 2022 | $1,359,000 | -5.2% | 32,084 | 0.0% | 0.32% | -1.2% |
| Q2 2022 | $1,433,000 | -17.1% | 32,084 | 0.0% | 0.33% | -13.7% |
| Q1 2022 | $1,728,000 | -7.4% | 32,084 | +95.6% | 0.38% | -7.3% |
| Q4 2021 | $1,867,000 | +9.4% | 16,402 | 0.0% | 0.41% | +6.8% |
| Q3 2021 | $1,706,000 | -4.6% | 16,402 | -4.7% | 0.38% | -7.0% |
| Q2 2021 | $1,789,000 | +7.4% | 17,203 | -0.8% | 0.41% | -8.6% |
| Q1 2021 | $1,665,000 | +5.7% | 17,343 | +0.2% | 0.45% | -5.6% |
| Q4 2020 | $1,575,000 | +12.7% | 17,313 | -0.1% | 0.48% | +1.9% |
| Q3 2020 | $1,398,000 | +8.8% | 17,338 | 0.0% | 0.47% | +3.8% |
| Q2 2020 | $1,285,000 | +10.5% | 17,338 | -8.7% | 0.45% | +1.3% |
| Q1 2020 | $1,163,000 | +0.6% | 18,985 | +26.1% | 0.45% | +27.8% |
| Q4 2019 | $1,156,000 | +7.6% | 15,053 | -0.6% | 0.35% | +3.6% |
| Q3 2019 | $1,074,000 | +1.0% | 15,138 | 0.0% | 0.34% | 0.0% |
| Q2 2019 | $1,063,000 | +6.3% | 15,138 | +2.3% | 0.34% | +6.0% |
| Q1 2019 | $1,000,000 | +15.5% | 14,795 | +2.0% | 0.32% | +3.2% |
| Q4 2018 | $866,000 | +228.0% | 14,510 | +282.3% | 0.31% | +246.1% |
| Q3 2018 | $264,000 | +6.9% | 3,795 | 0.0% | 0.09% | +4.7% |
| Q2 2018 | $247,000 | – | 3,795 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |