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 2023 | $1,456,875 | -6.5% | 28,792 | -3.2% | 0.06% | -1.6% |
| Q2 2023 | $1,557,588 | +15.1% | 29,742 | +6.3% | 0.06% | +10.3% |
| Q1 2023 | $1,353,247 | +7.1% | 27,977 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $1,263,161 | +5.5% | 27,977 | -1.0% | 0.06% | 0.0% |
| Q3 2022 | $1,197,000 | -5.2% | 28,261 | +0.0% | 0.06% | +1.8% |
| Q2 2022 | $1,262,000 | -9.1% | 28,258 | +9.5% | 0.06% | +1.8% |
| Q1 2022 | $1,389,000 | -8.0% | 25,800 | +94.7% | 0.06% | -3.5% |
| Q4 2021 | $1,509,000 | +7.6% | 13,254 | -1.7% | 0.06% | -3.4% |
| Q3 2021 | $1,403,000 | -1.2% | 13,489 | -1.3% | 0.06% | +1.7% |
| Q2 2021 | $1,420,000 | +8.2% | 13,660 | 0.0% | 0.06% | +5.5% |
| Q1 2021 | $1,312,000 | +4.9% | 13,660 | -0.7% | 0.06% | -1.8% |
| Q4 2020 | $1,251,000 | +26.0% | 13,760 | +11.8% | 0.06% | +16.7% |
| Q3 2020 | $993,000 | +36.0% | 12,313 | +25.0% | 0.05% | +20.0% |
| Q2 2020 | $730,000 | +7.7% | 9,847 | -11.1% | 0.04% | -7.0% |
| Q1 2020 | $678,000 | -18.7% | 11,072 | +1.9% | 0.04% | +2.4% |
| Q4 2019 | $834,000 | +6.4% | 10,862 | -1.7% | 0.04% | 0.0% |
| Q3 2019 | $784,000 | -14.5% | 11,052 | -15.4% | 0.04% | -17.6% |
| Q2 2019 | $917,000 | +4.1% | 13,064 | +0.2% | 0.05% | 0.0% |
| Q1 2019 | $881,000 | +13.2% | 13,037 | 0.0% | 0.05% | -3.8% |
| Q4 2018 | $778,000 | -21.4% | 13,037 | -8.4% | 0.05% | -11.7% |
| Q3 2018 | $990,000 | -2.5% | 14,232 | -8.9% | 0.06% | -3.2% |
| Q2 2018 | $1,015,000 | +3.0% | 15,614 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $985,000 | -7.3% | 15,614 | -6.3% | 0.06% | -6.0% |
| Q4 2017 | $1,062,000 | +2.6% | 16,656 | -3.4% | 0.07% | -2.9% |
| Q3 2017 | $1,035,000 | -6.6% | 17,246 | -10.0% | 0.07% | -13.8% |
| Q2 2017 | $1,108,000 | +1.0% | 19,171 | -1.6% | 0.08% | 0.0% |
| Q1 2017 | $1,097,000 | -6.3% | 19,490 | -11.4% | 0.08% | -14.9% |
| Q4 2016 | $1,171,000 | +20.3% | 21,988 | +16.6% | 0.09% | -9.6% |
| Q3 2016 | $973,000 | +15.0% | 18,857 | +10.9% | 0.10% | +10.6% |
| Q2 2016 | $846,000 | +44.1% | 17,002 | +41.6% | 0.09% | +36.2% |
| Q1 2016 | $587,000 | -6.8% | 12,010 | -7.3% | 0.07% | -8.0% |
| Q4 2015 | $630,000 | +226.4% | 12,961 | +206.7% | 0.08% | +188.5% |
| Q3 2015 | $193,000 | +18.4% | 4,226 | +28.0% | 0.03% | +23.8% |
| Q2 2015 | $163,000 | +28.3% | 3,301 | +28.7% | 0.02% | +23.5% |
| Q1 2015 | $127,000 | +0.8% | 2,565 | 0.0% | 0.02% | -10.5% |
| Q4 2014 | $126,000 | +641.2% | 2,565 | +602.7% | 0.02% | +533.3% |
| Q3 2014 | $17,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $17,000 | +6.2% | 365 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $16,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $16,000 | -91.5% | 365 | -92.2% | 0.00% | -93.6% |
| Q3 2013 | $189,000 | +5.6% | 4,700 | 0.0% | 0.05% | -13.0% |
| Q2 2013 | $179,000 | – | 4,700 | – | 0.05% | – |
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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% |