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 | $464,240 | -2.6% | 9,106 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $476,731 | +13.6% | 9,050 | +4.3% | 0.03% | +3.7% |
| Q1 2023 | $419,615 | +6.2% | 8,675 | -0.9% | 0.03% | 0.0% |
| Q4 2022 | $395,048 | +5.3% | 8,750 | -1.1% | 0.03% | -6.9% |
| Q3 2022 | $375,000 | -3.8% | 8,843 | +1.4% | 0.03% | 0.0% |
| Q2 2022 | $390,000 | -16.8% | 8,724 | +0.2% | 0.03% | -6.5% |
| Q1 2022 | $469,000 | -10.5% | 8,704 | +89.1% | 0.03% | -16.2% |
| Q4 2021 | $524,000 | +9.9% | 4,602 | +0.3% | 0.04% | -2.6% |
| Q3 2021 | $477,000 | -23.8% | 4,590 | -23.7% | 0.04% | -24.0% |
| Q2 2021 | $626,000 | +13.4% | 6,019 | +4.7% | 0.05% | +4.2% |
| Q1 2021 | $552,000 | +10.0% | 5,747 | +4.1% | 0.05% | 0.0% |
| Q4 2020 | $502,000 | +6.8% | 5,521 | -5.3% | 0.05% | -9.4% |
| Q3 2020 | $470,000 | +11.4% | 5,833 | +2.5% | 0.05% | +1.9% |
| Q2 2020 | $422,000 | +17.2% | 5,692 | -3.2% | 0.05% | -3.7% |
| Q1 2020 | $360,000 | -19.5% | 5,881 | +1.1% | 0.05% | +12.5% |
| Q4 2019 | $447,000 | +3.7% | 5,819 | -4.2% | 0.05% | -11.1% |
| Q3 2019 | $431,000 | +1.2% | 6,077 | +0.1% | 0.05% | +3.8% |
| Q2 2019 | $426,000 | +2.9% | 6,068 | -0.8% | 0.05% | -1.9% |
| Q1 2019 | $414,000 | +13.1% | 6,118 | -0.3% | 0.05% | -3.6% |
| Q4 2018 | $366,000 | -3.4% | 6,136 | +12.5% | 0.06% | +7.8% |
| Q3 2018 | $379,000 | +6.2% | 5,453 | -0.9% | 0.05% | +2.0% |
| Q2 2018 | $357,000 | +3.8% | 5,501 | +0.8% | 0.05% | +2.0% |
| Q1 2018 | $344,000 | -0.9% | 5,458 | +0.5% | 0.05% | 0.0% |
| Q4 2017 | $347,000 | +22.2% | 5,433 | +15.0% | 0.05% | +14.0% |
| Q3 2017 | $284,000 | -6.3% | 4,726 | -9.8% | 0.04% | -10.4% |
| Q2 2017 | $303,000 | -10.4% | 5,240 | -12.7% | 0.05% | -17.2% |
| Q1 2017 | $338,000 | +6.0% | 6,005 | +0.4% | 0.06% | -3.3% |
| Q4 2016 | $319,000 | -8.1% | 5,982 | -11.1% | 0.06% | -15.5% |
| Q3 2016 | $347,000 | +3.6% | 6,731 | +0.0% | 0.07% | -1.4% |
| Q2 2016 | $335,000 | +3.1% | 6,728 | +1.0% | 0.07% | -2.7% |
| Q1 2016 | $325,000 | -3.8% | 6,663 | -4.3% | 0.07% | -9.8% |
| Q4 2015 | $338,000 | +6.0% | 6,959 | -0.3% | 0.08% | 0.0% |
| Q3 2015 | $319,000 | -12.8% | 6,978 | -5.1% | 0.08% | -8.9% |
| Q2 2015 | $366,000 | +2.5% | 7,352 | +2.2% | 0.09% | -3.2% |
| Q1 2015 | $357,000 | +1.1% | 7,195 | +0.0% | 0.09% | -4.1% |
| Q4 2014 | $353,000 | +12.8% | 7,194 | +8.0% | 0.10% | +5.4% |
| Q3 2014 | $313,000 | +0.3% | 6,663 | +0.0% | 0.09% | 0.0% |
| Q2 2014 | $312,000 | +2.3% | 6,662 | -2.4% | 0.09% | -5.2% |
| Q1 2014 | $305,000 | -9.5% | 6,827 | -10.8% | 0.10% | -12.6% |
| Q4 2013 | $337,000 | +12.0% | 7,655 | +2.3% | 0.11% | +1.8% |
| Q3 2013 | $301,000 | +11.5% | 7,480 | +5.9% | 0.11% | +0.9% |
| Q2 2013 | $270,000 | – | 7,065 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |