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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $163 | -32.9% | 3,116 | -37.9% | 0.01% | -40.0% |
| Q1 2023 | $243 | -35.2% | 5,016 | -39.7% | 0.02% | -37.5% |
| Q4 2022 | $375 | -99.9% | 8,316 | 0.0% | 0.03% | -3.0% |
| Q3 2022 | $352,000 | -23.6% | 8,316 | -19.4% | 0.03% | -17.5% |
| Q2 2022 | $461,000 | -18.6% | 10,316 | -1.9% | 0.04% | -7.0% |
| Q1 2022 | $566,000 | -13.2% | 10,518 | +83.7% | 0.04% | -6.5% |
| Q4 2021 | $652,000 | +434.4% | 5,727 | +389.9% | 0.05% | +360.0% |
| Q3 2021 | $122,000 | 0.0% | 1,169 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $122,000 | +248.6% | 1,169 | +216.8% | 0.01% | +233.3% |
| Q1 2021 | $35,000 | -72.2% | 369 | -76.5% | 0.00% | -78.6% |
| Q3 2020 | $126,000 | +22.3% | 1,567 | +16.5% | 0.01% | +16.7% |
| Q4 2019 | $103,000 | +8.4% | 1,345 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $95,000 | +1.1% | 1,345 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $94,000 | -16.8% | 1,345 | -19.4% | 0.01% | -18.8% |
| Q1 2019 | $113,000 | -46.9% | 1,668 | -53.2% | 0.02% | -52.9% |
| Q4 2018 | $213,000 | +49.0% | 3,567 | +73.2% | 0.03% | +78.9% |
| Q3 2018 | $143,000 | +410.7% | 2,059 | +384.5% | 0.02% | +375.0% |
| Q2 2018 | $28,000 | -28.2% | 425 | -31.5% | 0.00% | -33.3% |
| Q1 2018 | $39,000 | -2.5% | 620 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $40,000 | – | 620 | – | 0.01% | – |
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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% |