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 | $5,156,069 | -3.1% | 101,899 | +0.3% | 0.13% | -81.8% |
| Q2 2023 | $5,321,012 | +8.6% | 101,604 | +0.3% | 0.70% | -0.7% |
| Q1 2023 | $4,900,758 | +8.6% | 101,318 | +1.4% | 0.71% | +1.7% |
| Q4 2022 | $4,512,867 | +9.1% | 99,953 | +2.4% | 0.70% | +2.2% |
| Q3 2022 | $4,136,000 | -5.2% | 97,653 | 0.0% | 0.68% | -1.7% |
| Q2 2022 | $4,361,000 | -17.1% | 97,653 | 0.0% | 0.69% | +0.6% |
| Q1 2022 | $5,259,000 | -6.9% | 97,653 | +96.9% | 0.69% | -6.4% |
| Q4 2021 | $5,646,000 | +9.4% | 49,602 | 0.0% | 0.74% | -0.9% |
| Q3 2021 | $5,160,000 | +0.1% | 49,602 | 0.0% | 0.74% | +0.4% |
| Q2 2021 | $5,157,000 | +8.3% | 49,602 | 0.0% | 0.74% | -2.5% |
| Q1 2021 | $4,763,000 | +5.7% | 49,602 | +0.1% | 0.76% | +17.6% |
| Q4 2020 | $4,508,000 | +12.9% | 49,563 | +0.1% | 0.65% | -2.0% |
| Q3 2020 | $3,992,000 | +6.9% | 49,511 | -1.8% | 0.66% | +0.8% |
| Q2 2020 | $3,736,000 | +21.1% | 50,419 | +0.1% | 0.65% | +8.6% |
| Q1 2020 | $3,085,000 | -20.1% | 50,364 | +0.1% | 0.60% | -10.0% |
| Q4 2019 | $3,863,000 | +8.6% | 50,290 | +0.3% | 0.67% | -11.6% |
| Q3 2019 | $3,557,000 | +1.2% | 50,145 | +0.1% | 0.76% | -0.7% |
| Q2 2019 | $3,516,000 | +3.8% | 50,086 | 0.0% | 0.76% | +0.4% |
| Q1 2019 | $3,386,000 | +22.5% | 50,086 | +8.1% | 0.76% | -26.7% |
| Q4 2018 | $2,765,000 | -21.2% | 46,314 | -8.2% | 1.04% | -6.4% |
| Q3 2018 | $3,509,000 | +11.6% | 50,441 | +4.3% | 1.11% | +3.7% |
| Q2 2018 | $3,143,000 | +3.6% | 48,357 | +0.5% | 1.07% | -2.4% |
| Q1 2018 | $3,035,000 | -0.7% | 48,117 | +0.4% | 1.09% | -5.5% |
| Q4 2017 | $3,056,000 | +6.7% | 47,914 | +0.4% | 1.16% | -1.5% |
| Q3 2017 | $2,864,000 | +34.3% | 47,700 | +29.3% | 1.18% | +24.6% |
| Q2 2017 | $2,132,000 | +3.1% | 36,901 | +0.5% | 0.94% | -4.7% |
| Q1 2017 | $2,067,000 | +6.1% | 36,733 | +0.4% | 0.99% | -4.7% |
| Q4 2016 | $1,948,000 | – | 36,575 | – | 1.04% | – |
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% |