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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $954,000 | -4.9% | 17,720 | +101.1% | 0.04% | +5.3% |
| Q4 2021 | $1,003,000 | +16.6% | 8,810 | +6.6% | 0.04% | -2.6% |
| Q3 2021 | $860,000 | +4.5% | 8,265 | +4.4% | 0.04% | +2.6% |
| Q2 2021 | $823,000 | +11.7% | 7,915 | +3.1% | 0.04% | +2.7% |
| Q1 2021 | $737,000 | -25.6% | 7,675 | -33.4% | 0.04% | +37.0% |
| Q4 2020 | $991,000 | +124.2% | 11,525 | +110.1% | 0.03% | +3.8% |
| Q3 2020 | $442,000 | +7.0% | 5,485 | -1.7% | 0.03% | 0.0% |
| Q2 2020 | $413,000 | +20.8% | 5,580 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $342,000 | -71.6% | 5,580 | -65.7% | 0.03% | -28.9% |
| Q4 2019 | $1,203,000 | +108.5% | 16,285 | +100.3% | 0.04% | 0.0% |
| Q3 2019 | $577,000 | +4.0% | 8,130 | +2.8% | 0.04% | +2.7% |
| Q2 2019 | $555,000 | +4.5% | 7,905 | +0.6% | 0.04% | +2.8% |
| Q1 2019 | $531,000 | -5.2% | 7,855 | -16.2% | 0.04% | -16.3% |
| Q4 2018 | $560,000 | -13.4% | 9,375 | +0.8% | 0.04% | +2.4% |
| Q3 2018 | $647,000 | +8.2% | 9,300 | +1.1% | 0.04% | +2.4% |
| Q2 2018 | $598,000 | +3.1% | 9,200 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $580,000 | -1.2% | 9,200 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $587,000 | +6.9% | 9,200 | +0.5% | 0.04% | +2.5% |
| Q3 2017 | $549,000 | +21.7% | 9,150 | +17.3% | 0.04% | +17.6% |
| Q2 2017 | $451,000 | +30.7% | 7,800 | +27.3% | 0.03% | +25.9% |
| Q1 2017 | $345,000 | +17.3% | 6,125 | +10.9% | 0.03% | +12.5% |
| Q4 2016 | $294,000 | +23.0% | 5,525 | +19.5% | 0.02% | +20.0% |
| Q3 2016 | $239,000 | +3.9% | 4,625 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $230,000 | +6.5% | 4,625 | +4.5% | 0.02% | +5.3% |
| Q1 2016 | $216,000 | +14.3% | 4,425 | +13.5% | 0.02% | +18.8% |
| Q4 2015 | $189,000 | +54.9% | 3,900 | +46.3% | 0.02% | +45.5% |
| Q3 2015 | $122,000 | -6.9% | 2,665 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $131,000 | -0.8% | 2,665 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $132,000 | +0.8% | 2,665 | 0.0% | 0.01% | +10.0% |
| Q4 2014 | $131,000 | +4.8% | 2,665 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $125,000 | +2.5% | 2,665 | +1.9% | 0.01% | 0.0% |
| Q2 2014 | $122,000 | +4.3% | 2,615 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $117,000 | +192.5% | 2,615 | +185.8% | 0.01% | +150.0% |
| Q4 2013 | $40,000 | +8.1% | 915 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $37,000 | +5.7% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $35,000 | – | 915 | – | 0.00% | – |
Download | ||||||
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% |