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 | $7,028,188 | -52.3% | 138,897 | -50.7% | 0.00% | -50.0% |
| Q2 2023 | $14,749,487 | +194.0% | 281,640 | +171.5% | 0.00% | +100.0% |
| Q1 2023 | $5,016,791 | +173.7% | 103,717 | +155.5% | 0.00% | – |
| Q4 2022 | $1,833,090 | +121.9% | 40,600 | +108.2% | 0.00% | – |
| Q3 2022 | $826,000 | -78.8% | 19,500 | -77.7% | 0.00% | -100.0% |
| Q2 2022 | $3,904,000 | -65.6% | 87,443 | -58.5% | 0.00% | -50.0% |
| Q1 2022 | $11,347,000 | +79.8% | 210,720 | +280.0% | 0.00% | – |
| Q4 2021 | $6,312,000 | -30.4% | 55,448 | -36.4% | 0.00% | -100.0% |
| Q3 2021 | $9,071,000 | +117.0% | 87,205 | +116.8% | 0.00% | – |
| Q2 2021 | $4,181,000 | -39.8% | 40,215 | -44.4% | 0.00% | -100.0% |
| Q1 2021 | $6,948,000 | +45.8% | 72,358 | +38.1% | 0.00% | – |
| Q4 2020 | $4,766,000 | +188.8% | 52,400 | +156.0% | 0.00% | – |
| Q3 2020 | $1,650,000 | -74.0% | 20,465 | -76.1% | 0.00% | -100.0% |
| Q2 2020 | $6,347,000 | +667.5% | 85,653 | +534.5% | 0.00% | – |
| Q1 2020 | $827,000 | -64.9% | 13,500 | -56.0% | 0.00% | – |
| Q4 2019 | $2,356,000 | +6.9% | 30,669 | -1.3% | 0.00% | -100.0% |
| Q3 2019 | $2,203,000 | -39.6% | 31,058 | -40.2% | 0.00% | – |
| Q2 2019 | $3,645,000 | +314.2% | 51,903 | +298.9% | 0.00% | – |
| Q1 2019 | $880,000 | -81.1% | 13,013 | -83.3% | 0.00% | -100.0% |
| Q4 2018 | $4,647,000 | +1183.7% | 77,828 | +1396.7% | 0.00% | – |
| Q3 2018 | $362,000 | -80.9% | 5,200 | -82.2% | 0.00% | – |
| Q2 2018 | $1,899,000 | -37.8% | 29,230 | -39.6% | 0.00% | -100.0% |
| Q1 2018 | $3,053,000 | +314.2% | 48,400 | +318.7% | 0.00% | – |
| Q4 2017 | $737,000 | -67.7% | 11,559 | -69.6% | 0.00% | -100.0% |
| Q3 2017 | $2,280,000 | +16.1% | 37,972 | +11.7% | 0.00% | – |
| Q2 2017 | $1,964,000 | -46.8% | 34,008 | -48.2% | 0.00% | -100.0% |
| Q1 2017 | $3,691,000 | +553.3% | 65,595 | +518.8% | 0.00% | – |
| Q4 2016 | $565,000 | -38.9% | 10,600 | -40.8% | 0.00% | – |
| Q3 2016 | $924,000 | -42.6% | 17,900 | -44.6% | 0.00% | -100.0% |
| Q2 2016 | $1,610,000 | +10.6% | 32,339 | +8.5% | 0.00% | 0.0% |
| Q1 2016 | $1,456,000 | +368.2% | 29,810 | +365.8% | 0.00% | – |
| Q4 2015 | $311,000 | -88.9% | 6,400 | -88.7% | 0.00% | -100.0% |
| Q2 2015 | $2,800,000 | +9.3% | 56,791 | +9.9% | 0.00% | 0.0% |
| Q1 2015 | $2,561,000 | -20.7% | 51,684 | -21.5% | 0.00% | 0.0% |
| Q4 2014 | $3,231,000 | +77.2% | 65,877 | +69.8% | 0.00% | – |
| Q3 2014 | $1,823,000 | -44.6% | 38,800 | -44.7% | 0.00% | -100.0% |
| Q2 2014 | $3,289,000 | -39.3% | 70,226 | -42.1% | 0.00% | -50.0% |
| Q1 2014 | $5,422,000 | -14.0% | 121,280 | -15.2% | 0.00% | -33.3% |
| Q4 2013 | $6,303,000 | +2974.6% | 142,976 | +2703.5% | 0.00% | – |
| Q3 2013 | $205,000 | – | 5,100 | – | 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% |