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 | $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% | – |
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% |