SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,348,954 | +2.1% | 66,185 | +5.7% | 0.20% | +0.5% |
| Q2 2023 | $3,280,437 | +8.4% | 62,640 | +0.1% | 0.20% | +1.0% |
| Q1 2023 | $3,027,041 | +7.2% | 62,581 | +0.1% | 0.20% | -3.9% |
| Q4 2022 | $2,823,313 | +15.9% | 62,532 | +8.7% | 0.20% | -1.4% |
| Q3 2022 | $2,436,000 | -9.4% | 57,514 | -4.5% | 0.21% | -12.7% |
| Q2 2022 | $2,689,000 | -20.7% | 60,217 | -4.3% | 0.24% | -16.3% |
| Q1 2022 | $3,389,000 | -8.8% | 62,930 | +92.8% | 0.28% | -12.1% |
| Q4 2021 | $3,715,000 | +6.5% | 32,637 | -2.7% | 0.32% | -13.2% |
| Q3 2021 | $3,488,000 | -1.6% | 33,529 | -1.7% | 0.37% | -25.8% |
| Q2 2021 | $3,546,000 | +7.2% | 34,110 | -1.0% | 0.50% | -12.0% |
| Q1 2021 | $3,309,000 | -2.0% | 34,454 | -5.2% | 0.57% | -8.7% |
| Q4 2020 | $3,378,000 | +12.5% | 36,360 | -2.4% | 0.62% | -4.3% |
| Q3 2020 | $3,004,000 | +3.6% | 37,254 | -1.9% | 0.65% | 0.0% |
| Q2 2020 | $2,899,000 | +7.3% | 37,957 | -5.5% | 0.65% | -5.8% |
| Q1 2020 | $2,703,000 | -18.5% | 40,162 | -7.0% | 0.69% | -2.3% |
| Q4 2019 | $3,316,000 | +5.9% | 43,170 | -2.2% | 0.71% | -6.0% |
| Q3 2019 | $3,130,000 | +8.2% | 44,131 | +7.1% | 0.75% | +6.1% |
| Q2 2019 | $2,893,000 | +2.8% | 41,216 | -1.0% | 0.71% | +1.0% |
| Q1 2019 | $2,814,000 | +8.4% | 41,616 | -4.3% | 0.70% | -5.0% |
| Q4 2018 | $2,596,000 | +4.6% | 43,478 | +21.9% | 0.74% | +15.0% |
| Q3 2018 | $2,482,000 | +8.9% | 35,679 | +1.7% | 0.64% | +3.9% |
| Q2 2018 | $2,280,000 | +0.0% | 35,077 | -2.9% | 0.62% | -2.1% |
| Q1 2018 | $2,279,000 | -2.1% | 36,124 | -1.1% | 0.63% | +1.4% |
| Q4 2017 | $2,329,000 | +5.1% | 36,514 | -1.0% | 0.62% | -4.3% |
| Q3 2017 | $2,215,000 | +2.7% | 36,893 | -1.2% | 0.65% | -0.2% |
| Q2 2017 | $2,157,000 | +2.0% | 37,334 | -0.6% | 0.65% | -5.0% |
| Q1 2017 | $2,114,000 | -1.4% | 37,576 | -6.7% | 0.68% | -5.3% |
| Q4 2016 | $2,144,000 | +0.3% | 40,261 | -2.8% | 0.72% | -2.3% |
| Q3 2016 | $2,138,000 | +0.0% | 41,424 | -3.5% | 0.74% | -3.6% |
| Q2 2016 | $2,137,000 | +1.3% | 42,934 | -0.6% | 0.77% | +0.4% |
| Q1 2016 | $2,109,000 | +0.9% | 43,187 | +0.3% | 0.76% | -3.5% |
| Q4 2015 | $2,090,000 | +3.9% | 43,038 | -2.1% | 0.79% | -3.8% |
| Q3 2015 | $2,011,000 | -7.7% | 43,953 | -0.5% | 0.82% | -0.5% |
| Q2 2015 | $2,179,000 | -1.8% | 44,196 | -1.2% | 0.83% | -2.9% |
| Q1 2015 | $2,218,000 | -0.4% | 44,751 | -1.4% | 0.85% | -4.5% |
| Q4 2014 | $2,227,000 | +6.8% | 45,409 | +2.3% | 0.89% | +4.6% |
| Q3 2014 | $2,086,000 | -1.0% | 44,396 | -1.3% | 0.85% | -1.3% |
| Q2 2014 | $2,107,000 | +3.4% | 45,000 | -1.3% | 0.86% | +0.1% |
| Q1 2014 | $2,038,000 | 0.0% | 45,590 | -1.4% | 0.86% | +0.9% |
| Q4 2013 | $2,038,000 | +7.6% | 46,242 | -1.8% | 0.86% | -0.3% |
| Q3 2013 | $1,894,000 | +10.2% | 47,107 | +4.7% | 0.86% | +5.7% |
| Q2 2013 | $1,718,000 | – | 44,996 | – | 0.81% | – |
Download | ||||||
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% |