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 | $1,310,102 | -10.8% | 25,891 | -7.7% | 0.12% | -6.1% |
| Q2 2023 | $1,468,399 | +9.7% | 28,039 | +1.4% | 0.13% | +4.8% |
| Q1 2023 | $1,338,144 | +5.2% | 27,665 | -1.8% | 0.13% | +1.6% |
| Q4 2022 | $1,272,047 | +5.8% | 28,174 | -0.7% | 0.12% | -6.1% |
| Q3 2022 | $1,202,000 | -2.1% | 28,371 | +3.2% | 0.13% | +1.5% |
| Q2 2022 | $1,228,000 | -20.9% | 27,500 | -4.6% | 0.13% | -11.0% |
| Q1 2022 | $1,552,000 | -7.1% | 28,826 | +96.3% | 0.15% | -7.6% |
| Q4 2021 | $1,671,000 | +8.7% | 14,681 | -0.6% | 0.16% | 0.0% |
| Q3 2021 | $1,537,000 | -17.9% | 14,773 | -17.9% | 0.16% | -43.4% |
| Q2 2021 | $1,871,000 | +17.1% | 17,999 | +8.1% | 0.28% | -14.4% |
| Q1 2021 | $1,598,000 | +7.8% | 16,644 | +2.1% | 0.33% | +4.8% |
| Q4 2020 | $1,482,000 | -10.2% | 16,294 | -20.4% | 0.31% | -20.9% |
| Q3 2020 | $1,651,000 | -8.1% | 20,471 | -15.6% | 0.39% | -15.7% |
| Q2 2020 | $1,797,000 | +11.1% | 24,248 | -8.2% | 0.47% | -3.9% |
| Q1 2020 | $1,618,000 | -22.4% | 26,413 | -2.7% | 0.48% | -5.5% |
| Q4 2019 | $2,085,000 | +14.0% | 27,147 | +5.3% | 0.51% | +10.1% |
| Q3 2019 | $1,829,000 | -2.3% | 25,780 | -3.3% | 0.47% | -1.7% |
| Q2 2019 | $1,872,000 | -0.8% | 26,670 | -4.5% | 0.47% | -3.7% |
| Q1 2019 | $1,888,000 | +26.0% | 27,928 | +11.2% | 0.49% | +22.4% |
| Q4 2018 | $1,499,000 | -13.7% | 25,109 | +0.6% | 0.40% | -10.1% |
| Q3 2018 | $1,737,000 | +16.7% | 24,970 | +9.0% | 0.45% | +14.0% |
| Q2 2018 | $1,489,000 | +42.6% | 22,917 | +38.5% | 0.39% | +42.0% |
| Q1 2018 | $1,044,000 | +36.8% | 16,546 | +38.3% | 0.28% | +47.6% |
| Q4 2017 | $763,000 | +135.5% | 11,960 | +121.8% | 0.19% | +122.6% |
| Q3 2017 | $324,000 | +980.0% | 5,392 | +947.0% | 0.08% | +950.0% |
| Q2 2017 | $30,000 | +42.9% | 515 | +21.2% | 0.01% | +33.3% |
| Q2 2016 | $21,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $21,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $21,000 | – | 425 | – | 0.01% | – |
Download | ||||||
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% |