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 | $980 | +2.0% | 19,376 | +5.6% | 0.59% | +4.0% |
| Q2 2023 | $961 | +11.4% | 18,343 | +2.8% | 0.57% | +3.4% |
| Q1 2023 | $863 | -2.9% | 17,850 | -9.4% | 0.55% | -5.0% |
| Q4 2022 | $889 | -99.9% | 19,695 | +0.2% | 0.58% | +4.7% |
| Q3 2022 | $832,000 | -4.5% | 19,646 | +0.7% | 0.56% | +1.8% |
| Q2 2022 | $871,000 | -19.4% | 19,500 | -2.8% | 0.54% | -3.9% |
| Q1 2022 | $1,081,000 | -13.2% | 20,066 | +83.3% | 0.57% | -7.7% |
| Q4 2021 | $1,246,000 | +11.3% | 10,949 | +1.8% | 0.61% | +3.7% |
| Q3 2021 | $1,119,000 | -0.9% | 10,757 | -1.0% | 0.59% | +0.2% |
| Q2 2021 | $1,129,000 | +7.9% | 10,861 | -0.2% | 0.59% | +1.4% |
| Q1 2021 | $1,046,000 | +5.2% | 10,888 | -0.4% | 0.58% | -1.0% |
| Q4 2020 | $994,000 | +14.1% | 10,927 | +1.2% | 0.59% | +1.4% |
| Q3 2020 | $871,000 | +9.3% | 10,799 | +0.3% | 0.58% | +1.8% |
| Q2 2020 | $797,000 | +19.8% | 10,762 | -0.9% | 0.57% | -0.9% |
| Q1 2020 | $665,000 | -72.6% | 10,861 | -65.6% | 0.58% | -61.9% |
| Q4 2019 | $2,426,000 | -3.3% | 31,588 | -10.6% | 1.51% | -9.7% |
| Q3 2019 | $2,508,000 | +1.0% | 35,353 | -0.0% | 1.67% | +2.5% |
| Q2 2019 | $2,482,000 | +17.5% | 35,368 | +13.2% | 1.63% | +10.8% |
| Q1 2019 | $2,112,000 | +7.4% | 31,236 | -5.2% | 1.47% | -6.5% |
| Q4 2018 | $1,966,000 | +81.7% | 32,932 | +111.8% | 1.58% | +120.6% |
| Q3 2018 | $1,082,000 | +13.2% | 15,549 | +5.7% | 0.72% | +8.2% |
| Q2 2018 | $956,000 | +8.3% | 14,707 | +5.0% | 0.66% | +4.4% |
| Q1 2018 | $883,000 | +35.2% | 14,003 | +36.7% | 0.63% | +36.4% |
| Q4 2017 | $653,000 | +19.4% | 10,246 | +12.4% | 0.46% | +14.3% |
| Q3 2017 | $547,000 | +11.4% | 9,116 | +7.4% | 0.41% | +10.0% |
| Q2 2017 | $491,000 | +7.7% | 8,491 | +4.9% | 0.37% | +9.2% |
| Q1 2017 | $456,000 | +33.7% | 8,097 | +26.5% | 0.34% | +31.5% |
| Q4 2016 | $341,000 | +33.7% | 6,402 | +29.4% | 0.26% | +27.2% |
| Q3 2016 | $255,000 | +5.4% | 4,947 | +1.9% | 0.20% | +1.5% |
| Q2 2016 | $242,000 | -8.3% | 4,857 | -10.2% | 0.20% | -17.8% |
| Q1 2016 | $264,000 | +2.3% | 5,407 | +1.7% | 0.24% | -5.5% |
| Q4 2015 | $258,000 | +4.0% | 5,317 | -1.8% | 0.26% | +5.8% |
| Q3 2015 | $248,000 | -12.1% | 5,417 | -5.3% | 0.24% | +2.1% |
| Q2 2015 | $282,000 | -5.1% | 5,722 | -4.3% | 0.24% | -0.4% |
| Q1 2015 | $297,000 | 0.0% | 5,982 | -1.2% | 0.24% | -4.4% |
| Q4 2014 | $297,000 | -8.0% | 6,052 | -12.1% | 0.25% | -7.8% |
| Q3 2014 | $323,000 | -3.6% | 6,882 | -3.7% | 0.27% | +31.7% |
| Q2 2014 | $335,000 | +5.3% | 7,147 | +0.4% | 0.20% | +1.0% |
| Q1 2014 | $318,000 | -6.5% | 7,117 | -7.8% | 0.20% | -10.6% |
| Q4 2013 | $340,000 | +8.6% | 7,717 | -0.9% | 0.23% | +2.3% |
| Q3 2013 | $313,000 | +7.2% | 7,787 | +1.8% | 0.22% | +11.6% |
| Q2 2013 | $292,000 | – | 7,647 | – | 0.20% | – |
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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% |