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 | $2,737,736 | -5.3% | 54,105 | -2.0% | 0.18% | -1.6% |
| Q2 2023 | $2,891,819 | +18.4% | 55,219 | +9.3% | 0.19% | +11.9% |
| Q1 2023 | $2,442,785 | -0.6% | 50,502 | -7.3% | 0.17% | -9.7% |
| Q4 2022 | $2,458,454 | -12.8% | 54,450 | -18.2% | 0.19% | -20.2% |
| Q3 2022 | $2,820,000 | -15.0% | 66,590 | -10.3% | 0.23% | -30.4% |
| Q2 2022 | $3,316,000 | -61.8% | 74,262 | -53.9% | 0.34% | -55.2% |
| Q1 2022 | $8,683,000 | -7.9% | 161,249 | +94.8% | 0.75% | -4.0% |
| Q4 2021 | $9,423,000 | +8.8% | 82,788 | -0.5% | 0.78% | +9.1% |
| Q3 2021 | $8,657,000 | -4.6% | 83,219 | -4.6% | 0.71% | -21.7% |
| Q2 2021 | $9,071,000 | +11.6% | 87,247 | +3.1% | 0.91% | +4.9% |
| Q1 2021 | $8,129,000 | +4.7% | 84,660 | -0.8% | 0.87% | -9.2% |
| Q4 2020 | $7,763,000 | +12.2% | 85,359 | -0.6% | 0.96% | -3.0% |
| Q3 2020 | $6,921,000 | +6.9% | 85,846 | -1.7% | 0.99% | -2.6% |
| Q2 2020 | $6,473,000 | +25.1% | 87,365 | +3.4% | 1.01% | -0.7% |
| Q1 2020 | $5,173,000 | -7.8% | 84,468 | +15.6% | 1.02% | +13.3% |
| Q4 2019 | $5,613,000 | -2.3% | 73,077 | -9.8% | 0.90% | -10.6% |
| Q3 2019 | $5,748,000 | +5.6% | 81,050 | +4.5% | 1.01% | +3.2% |
| Q2 2019 | $5,444,000 | +6.9% | 77,558 | +3.0% | 0.98% | -9.6% |
| Q1 2019 | $5,091,000 | +16.7% | 75,304 | +3.0% | 1.08% | +2.6% |
| Q4 2018 | $4,363,000 | -9.4% | 73,098 | +5.6% | 1.05% | +2.4% |
| Q3 2018 | $4,817,000 | -0.8% | 69,250 | -7.3% | 1.03% | -6.0% |
| Q2 2018 | $4,855,000 | +2.8% | 74,711 | -0.2% | 1.09% | +0.2% |
| Q1 2018 | $4,722,000 | -3.8% | 74,853 | -2.8% | 1.09% | -0.5% |
| Q4 2017 | $4,910,000 | +7.6% | 76,988 | +1.3% | 1.10% | -26.8% |
| Q3 2017 | $4,563,000 | +5.0% | 75,993 | +1.0% | 1.50% | -15.4% |
| Q2 2017 | $4,346,000 | +8.2% | 75,228 | +5.4% | 1.77% | +32.3% |
| Q1 2017 | $4,015,000 | +7.6% | 71,357 | +1.8% | 1.34% | -3.8% |
| Q4 2016 | $3,732,000 | +53.0% | 70,074 | +48.2% | 1.39% | +45.8% |
| Q3 2016 | $2,440,000 | -38.0% | 47,269 | -40.8% | 0.96% | +12.1% |
| Q2 2016 | $3,935,000 | +108.4% | 79,790 | +106.4% | 0.85% | +2.2% |
| Q1 2016 | $1,888,000 | -1.7% | 38,660 | -2.3% | 0.84% | -20.6% |
| Q4 2015 | $1,921,000 | -0.7% | 39,555 | -6.4% | 1.05% | -7.2% |
| Q3 2015 | $1,934,000 | -7.8% | 42,260 | -0.7% | 1.13% | -30.8% |
| Q2 2015 | $2,098,000 | -60.1% | 42,547 | -59.9% | 1.64% | -59.7% |
| Q1 2015 | $5,262,000 | -3.3% | 106,147 | -4.3% | 4.06% | -6.2% |
| Q4 2014 | $5,442,000 | +7.6% | 110,945 | +3.0% | 4.33% | +0.7% |
| Q3 2014 | $5,059,000 | +4.4% | 107,668 | +4.1% | 4.30% | +5.9% |
| Q2 2014 | $4,844,000 | +16.1% | 103,440 | +10.8% | 4.06% | +16.6% |
| Q1 2014 | $4,172,000 | +2.8% | 93,323 | +1.3% | 3.48% | -9.5% |
| Q4 2013 | $4,060,000 | – | 92,114 | – | 3.85% | – |
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% |