SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,801,433 | +33.0% | 55,364 | +37.6% | 0.08% | +33.9% |
| Q2 2023 | $2,106,472 | -0.6% | 40,223 | -8.2% | 0.06% | -5.1% |
| Q1 2023 | $2,119,788 | +5.8% | 43,824 | -1.2% | 0.06% | -3.3% |
| Q4 2022 | $2,003,093 | +5.9% | 44,365 | -0.6% | 0.06% | -9.0% |
| Q3 2022 | $1,891,000 | -15.8% | 44,652 | -11.2% | 0.07% | -13.0% |
| Q2 2022 | $2,246,000 | +78.5% | 50,281 | +115.2% | 0.08% | +108.1% |
| Q1 2022 | $1,258,000 | +31.6% | 23,369 | +178.4% | 0.04% | +32.1% |
| Q4 2021 | $956,000 | +17.6% | 8,395 | +7.4% | 0.03% | +7.7% |
| Q3 2021 | $813,000 | -65.1% | 7,815 | -65.2% | 0.03% | -64.9% |
| Q2 2021 | $2,332,000 | +24.2% | 22,428 | +14.8% | 0.07% | +5.7% |
| Q1 2021 | $1,877,000 | +34.0% | 19,545 | +26.8% | 0.07% | +25.0% |
| Q4 2020 | $1,401,000 | +32.7% | 15,409 | +17.7% | 0.06% | +12.0% |
| Q3 2020 | $1,056,000 | -13.5% | 13,092 | -20.5% | 0.05% | -25.4% |
| Q2 2020 | $1,221,000 | +15.5% | 16,474 | -4.6% | 0.07% | -2.9% |
| Q1 2020 | $1,057,000 | -20.0% | 17,264 | +0.4% | 0.07% | 0.0% |
| Q4 2019 | $1,321,000 | +56.7% | 17,201 | +43.3% | 0.07% | +32.7% |
| Q3 2019 | $843,000 | 0.0% | 12,005 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $843,000 | +19.7% | 12,005 | +15.3% | 0.05% | +6.1% |
| Q1 2019 | $704,000 | +14.8% | 10,410 | +1.4% | 0.05% | -9.3% |
| Q4 2018 | $613,000 | -12.9% | 10,271 | +1.5% | 0.05% | +5.9% |
| Q3 2018 | $704,000 | +7.3% | 10,119 | +4.7% | 0.05% | +2.0% |
| Q2 2018 | $656,000 | -37.3% | 9,662 | -41.7% | 0.05% | -40.5% |
| Q1 2018 | $1,046,000 | +315.1% | 16,582 | +319.7% | 0.08% | +281.8% |
| Q4 2017 | $252,000 | +12.5% | 3,951 | +5.9% | 0.02% | -15.4% |
| Q3 2017 | $224,000 | +38.3% | 3,731 | +33.2% | 0.03% | +23.8% |
| Q2 2017 | $162,000 | +52.8% | 2,802 | +48.8% | 0.02% | +40.0% |
| Q1 2017 | $106,000 | +8.2% | 1,883 | -1.0% | 0.02% | -16.7% |
| Q3 2016 | $98,000 | +28.9% | 1,902 | +24.9% | 0.02% | +5.9% |
| Q2 2016 | $76,000 | +18.8% | 1,523 | +15.6% | 0.02% | 0.0% |
| Q1 2016 | $64,000 | +88.2% | 1,317 | +89.8% | 0.02% | +54.5% |
| Q4 2015 | $34,000 | +1033.3% | 694 | +1117.5% | 0.01% | +1000.0% |
| Q1 2015 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | -50.0% | 57 | -58.7% | 0.00% | -66.7% |
| Q4 2013 | $6,000 | – | 138 | – | 0.00% | – |
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% |