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 | $713,865 | -9.2% | 14,108 | -6.0% | 0.00% | – |
| Q2 2023 | $785,812 | -28.3% | 15,005 | -33.8% | 0.00% | – |
| Q1 2023 | $1,095,726 | -85.9% | 22,653 | -86.8% | 0.00% | -100.0% |
| Q4 2022 | $7,764,987 | -2.3% | 171,982 | -8.4% | 0.00% | -50.0% |
| Q3 2022 | $7,947,000 | +172.1% | 187,659 | +186.9% | 0.00% | +100.0% |
| Q2 2022 | $2,921,000 | -17.8% | 65,412 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $3,552,000 | +28.7% | 65,967 | +172.1% | 0.00% | – |
| Q4 2021 | $2,760,000 | -76.9% | 24,243 | -78.9% | 0.00% | -100.0% |
| Q3 2021 | $11,950,000 | +3488.6% | 114,869 | +3489.7% | 0.00% | – |
| Q2 2021 | $333,000 | -78.1% | 3,200 | -83.0% | 0.00% | – |
| Q3 2020 | $1,518,000 | +135.3% | 18,823 | +116.3% | 0.00% | – |
| Q2 2020 | $645,000 | -92.7% | 8,703 | -93.9% | 0.00% | -100.0% |
| Q1 2020 | $8,792,000 | +385.7% | 143,546 | +509.0% | 0.00% | +300.0% |
| Q4 2019 | $1,810,000 | +31.4% | 23,569 | +15.7% | 0.00% | 0.0% |
| Q1 2019 | $1,377,000 | +84.3% | 20,362 | +62.8% | 0.00% | – |
| Q4 2018 | $747,000 | -83.0% | 12,505 | -80.2% | 0.00% | -100.0% |
| Q3 2018 | $4,399,000 | +79.1% | 63,239 | +67.4% | 0.00% | +100.0% |
| Q2 2018 | $2,456,000 | +19.0% | 37,786 | +15.5% | 0.00% | 0.0% |
| Q1 2018 | $2,064,000 | +1.9% | 32,715 | -19.6% | 0.00% | -50.0% |
| Q2 2016 | $2,026,000 | -15.1% | 40,706 | -22.0% | 0.00% | 0.0% |
| Q3 2015 | $2,387,000 | +752.5% | 52,165 | +822.0% | 0.00% | – |
| Q1 2015 | $280,000 | – | 5,658 | – | 0.00% | – |
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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% |