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 | $13,198,036 | +8.4% | 260,831 | -3.3% | 3.09% | +1.5% |
| Q2 2023 | $12,176,591 | 0.0% | 269,692 | 0.0% | 3.04% | 0.0% |
| Q1 2023 | $12,176,591 | +0.0% | 269,692 | 0.0% | 3.04% | 0.0% |
| Q4 2022 | $12,176,590 | +4.2% | 269,692 | -2.3% | 3.04% | -1.8% |
| Q3 2022 | $11,691,000 | -3.1% | 276,065 | +2.2% | 3.10% | -6.0% |
| Q2 2022 | $12,069,000 | -15.4% | 270,235 | +2.0% | 3.30% | +6.5% |
| Q1 2022 | $14,262,000 | +0.4% | 264,846 | +112.3% | 3.10% | -1.2% |
| Q4 2021 | $14,199,000 | +17.7% | 124,753 | +7.6% | 3.14% | +9.6% |
| Q3 2021 | $12,063,000 | +0.1% | 115,957 | +0.1% | 2.86% | +1.2% |
| Q2 2021 | $12,045,000 | +7.4% | 115,846 | -0.8% | 2.83% | -1.1% |
| Q1 2021 | $11,211,000 | +5.7% | 116,748 | +0.1% | 2.86% | +6.8% |
| Q4 2020 | $10,606,000 | +12.6% | 116,609 | -0.2% | 2.68% | -1.5% |
| Q3 2020 | $9,420,000 | +10.0% | 116,828 | +1.0% | 2.72% | -7.2% |
| Q2 2020 | $8,567,000 | +21.5% | 115,617 | +0.4% | 2.93% | -5.7% |
| Q1 2020 | $7,050,000 | -21.8% | 115,102 | -1.9% | 3.11% | -6.4% |
| Q4 2019 | $9,010,000 | +4.3% | 117,297 | -3.7% | 3.32% | +3.9% |
| Q3 2019 | $8,642,000 | +1.5% | 121,843 | +0.5% | 3.20% | -0.5% |
| Q2 2019 | $8,512,000 | +4.6% | 121,268 | +0.7% | 3.21% | +0.3% |
| Q1 2019 | $8,141,000 | +18.7% | 120,416 | +4.8% | 3.20% | -0.2% |
| Q4 2018 | $6,859,000 | -13.6% | 114,896 | +0.7% | 3.21% | +0.7% |
| Q3 2018 | $7,939,000 | +132.6% | 114,127 | +117.3% | 3.19% | +129.5% |
| Q2 2018 | $3,413,000 | – | 52,518 | – | 1.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |