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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,089,000 | -5.6% | 25,450 | -0.2% | 0.80% | -3.4% |
| Q2 2022 | $1,153,000 | -16.1% | 25,500 | -0.2% | 0.83% | +12.0% |
| Q1 2022 | $1,375,000 | -39.5% | 25,550 | +28.4% | 0.74% | -10.3% |
| Q4 2021 | $2,272,000 | +7.5% | 19,892 | -1.2% | 0.82% | +1.9% |
| Q3 2021 | $2,114,000 | -2.8% | 20,131 | -3.7% | 0.81% | -3.3% |
| Q2 2021 | $2,175,000 | +4.4% | 20,911 | -2.7% | 0.84% | -0.2% |
| Q1 2021 | $2,084,000 | +5.0% | 21,502 | -1.4% | 0.84% | -3.0% |
| Q4 2020 | $1,985,000 | +7.9% | 21,808 | -3.8% | 0.87% | -14.5% |
| Q3 2020 | $1,839,000 | +32.1% | 22,672 | +20.7% | 1.01% | +4.0% |
| Q2 2020 | $1,392,000 | +25.1% | 18,791 | +3.4% | 0.97% | -15.7% |
| Q1 2020 | $1,113,000 | -99.9% | 18,173 | -20.9% | 1.16% | +33.8% |
| Q4 2019 | $1,764,121,000 | +107206.6% | 22,967 | -0.9% | 0.86% | -8.6% |
| Q3 2019 | $1,644,000 | -1.3% | 23,174 | -2.4% | 0.94% | +7.4% |
| Q2 2019 | $1,666,000 | +16.3% | 23,747 | +12.0% | 0.88% | -12.7% |
| Q1 2019 | $1,433,000 | -99.9% | 21,200 | -17.1% | 1.01% | -12.0% |
| Q4 2018 | $1,527,439,000 | +97065.3% | 25,585 | +13.2% | 1.14% | +48.7% |
| Q3 2018 | $1,572,000 | +22357.1% | 22,608 | +22508.0% | 0.77% | +19150.0% |
| Q2 2018 | $7,000 | -99.5% | 100 | -99.5% | 0.00% | -99.6% |
| Q1 2018 | $1,398,000 | -5.1% | 22,168 | -4.0% | 0.91% | +5.9% |
| Q4 2017 | $1,473,000 | +5.8% | 23,103 | -0.3% | 0.86% | +4.4% |
| Q3 2017 | $1,392,000 | +6.6% | 23,184 | +2.5% | 0.83% | +9.8% |
| Q2 2017 | $1,306,000 | -1.0% | 22,613 | -3.6% | 0.75% | -17.2% |
| Q1 2017 | $1,319,000 | +0.7% | 23,455 | -4.7% | 0.91% | +21.4% |
| Q4 2016 | $1,310,000 | +1771.4% | 24,605 | +1918.5% | 0.75% | +1641.9% |
| Q3 2016 | $70,000 | -93.9% | 1,219 | -94.7% | 0.04% | -93.9% |
| Q2 2016 | $1,149,000 | -99.9% | 23,092 | -23.1% | 0.71% | -28.9% |
| Q1 2016 | $1,467,141,000 | +101291.9% | 30,015 | +0.7% | 0.99% | +14.4% |
| Q4 2015 | $1,447,000 | +14.9% | 29,798 | +8.3% | 0.87% | +1.2% |
| Q3 2015 | $1,259,000 | -14.5% | 27,507 | -7.8% | 0.86% | +30.3% |
| Q2 2015 | $1,472,000 | +0.7% | 29,848 | +1.2% | 0.66% | +4.4% |
| Q1 2015 | $1,462,000 | +164.9% | 29,500 | +162.3% | 0.63% | +157.6% |
| Q4 2014 | $552,000 | +24.6% | 11,248 | +19.3% | 0.24% | +15.6% |
| Q3 2014 | $443,000 | +58.2% | 9,429 | +57.6% | 0.21% | +82.8% |
| Q2 2014 | $280,000 | +8.1% | 5,981 | +3.3% | 0.12% | -3.3% |
| Q1 2014 | $259,000 | +21.0% | 5,788 | +19.3% | 0.12% | +31.9% |
| Q4 2013 | $214,000 | – | 4,852 | – | 0.09% | – |
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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% |