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 | $30,298,804 | +21.9% | 598,791 | +26.1% | 0.06% | +25.0% |
| Q2 2023 | $24,862,014 | +46.0% | 474,738 | +34.9% | 0.04% | +37.5% |
| Q1 2023 | $17,026,284 | +171.5% | 352,001 | +153.4% | 0.03% | +146.2% |
| Q4 2022 | $6,271,646 | +2.0% | 138,910 | -4.3% | 0.01% | -7.1% |
| Q3 2022 | $6,150,000 | -13.0% | 145,224 | -8.3% | 0.01% | -6.7% |
| Q2 2022 | $7,070,000 | -13.5% | 158,318 | +4.3% | 0.02% | 0.0% |
| Q1 2022 | $8,173,000 | -21.2% | 151,764 | +66.6% | 0.02% | -21.1% |
| Q4 2021 | $10,374,000 | +72.2% | 91,117 | +57.3% | 0.02% | +58.3% |
| Q3 2021 | $6,025,000 | +46.1% | 57,913 | +46.1% | 0.01% | +50.0% |
| Q2 2021 | $4,123,000 | +5.9% | 39,652 | -2.2% | 0.01% | -11.1% |
| Q1 2021 | $3,893,000 | +5.3% | 40,536 | -0.3% | 0.01% | 0.0% |
| Q4 2020 | $3,697,000 | +8.1% | 40,646 | -4.1% | 0.01% | -10.0% |
| Q3 2020 | $3,419,000 | +17.0% | 42,401 | +7.5% | 0.01% | +11.1% |
| Q2 2020 | $2,922,000 | -65.1% | 39,431 | -63.9% | 0.01% | -66.7% |
| Q4 2019 | $8,384,000 | +41.6% | 109,148 | +30.7% | 0.03% | +28.6% |
| Q3 2019 | $5,922,000 | +65.6% | 83,487 | +63.8% | 0.02% | +50.0% |
| Q2 2019 | $3,577,000 | -86.3% | 50,967 | -86.8% | 0.01% | -87.0% |
| Q1 2019 | $26,030,000 | +20.7% | 385,006 | +6.6% | 0.11% | -5.3% |
| Q4 2018 | $21,568,000 | -2.8% | 361,268 | +13.3% | 0.11% | +14.0% |
| Q3 2018 | $22,184,000 | +6.8% | 318,922 | -0.2% | 0.10% | -5.7% |
| Q2 2018 | $20,778,000 | -35.4% | 319,713 | -37.3% | 0.11% | -42.7% |
| Q1 2018 | $32,165,000 | +77.6% | 509,908 | +79.5% | 0.18% | +63.7% |
| Q4 2017 | $18,114,000 | +38.2% | 284,009 | +30.1% | 0.11% | +34.5% |
| Q3 2017 | $13,107,000 | +50.7% | 218,301 | +45.0% | 0.08% | +40.0% |
| Q2 2017 | $8,696,000 | +56.7% | 150,529 | +52.6% | 0.06% | +42.9% |
| Q1 2017 | $5,549,000 | +2281.5% | 98,615 | +2158.7% | 0.04% | +2000.0% |
| Q4 2016 | $233,000 | – | 4,366 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |