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 | $11,047,818 | -11.9% | 218,336 | -8.9% | 1.84% | -9.6% |
| Q2 2023 | $12,546,130 | +5.4% | 239,567 | -2.7% | 2.03% | -4.0% |
| Q1 2023 | $11,904,321 | +3.1% | 246,110 | -3.7% | 2.11% | -4.8% |
| Q4 2022 | $11,542,993 | +5.5% | 255,659 | -1.0% | 2.22% | -3.8% |
| Q3 2022 | $10,937,000 | -1.1% | 258,231 | +4.2% | 2.31% | -2.0% |
| Q2 2022 | $11,064,000 | -19.2% | 247,728 | -2.6% | 2.35% | -8.7% |
| Q1 2022 | $13,692,000 | -8.2% | 254,267 | +94.0% | 2.58% | -10.6% |
| Q4 2021 | $14,916,000 | -0.5% | 131,045 | -9.0% | 2.88% | -6.2% |
| Q3 2021 | $14,988,000 | -11.9% | 144,071 | -12.0% | 3.07% | -19.8% |
| Q2 2021 | $17,019,000 | +3.5% | 163,700 | -4.4% | 3.83% | -4.6% |
| Q1 2021 | $16,443,000 | -6.7% | 171,225 | -11.6% | 4.01% | -9.7% |
| Q4 2020 | $17,619,000 | +489.9% | 193,723 | +422.9% | 4.44% | +313.0% |
| Q3 2020 | $2,987,000 | +9.4% | 37,045 | +0.5% | 1.08% | +1.9% |
| Q2 2020 | $2,731,000 | +7.2% | 36,855 | -11.3% | 1.06% | -10.6% |
| Q1 2020 | $2,547,000 | -20.2% | 41,572 | +0.0% | 1.18% | +1.8% |
| Q4 2019 | $3,193,000 | +12.0% | 41,560 | +3.4% | 1.16% | +4.6% |
| Q3 2019 | $2,852,000 | +1.6% | 40,198 | +0.6% | 1.11% | -0.3% |
| Q2 2019 | $2,806,000 | +11.5% | 39,964 | +7.4% | 1.11% | +6.1% |
| Q1 2019 | $2,516,000 | +32.4% | 37,210 | +17.0% | 1.05% | +10.2% |
| Q4 2018 | $1,900,000 | +3.0% | 31,815 | +20.0% | 0.95% | +17.0% |
| Q3 2018 | $1,844,000 | +6.7% | 26,502 | -0.3% | 0.81% | +2.0% |
| Q2 2018 | $1,728,000 | -1.5% | 26,588 | -4.4% | 0.80% | -4.9% |
| Q1 2018 | $1,755,000 | +8.2% | 27,814 | +9.4% | 0.84% | +2.9% |
| Q4 2017 | $1,622,000 | +2.1% | 25,425 | -3.8% | 0.81% | -3.1% |
| Q3 2017 | $1,588,000 | +4.3% | 26,443 | +0.3% | 0.84% | -0.4% |
| Q2 2017 | $1,523,000 | -13.0% | 26,356 | -15.2% | 0.84% | -16.6% |
| Q1 2017 | $1,750,000 | +5.3% | 31,084 | -0.3% | 1.01% | -0.1% |
| Q4 2016 | $1,662,000 | -1.5% | 31,188 | -4.6% | 1.01% | -7.7% |
| Q3 2016 | $1,688,000 | +3.5% | 32,688 | -0.2% | 1.10% | -3.6% |
| Q2 2016 | $1,631,000 | +2.4% | 32,753 | +0.4% | 1.14% | -4.6% |
| Q1 2016 | $1,593,000 | +4.0% | 32,607 | +3.5% | 1.19% | -4.6% |
| Q4 2015 | $1,531,000 | +6.2% | 31,502 | +0.1% | 1.25% | +6.7% |
| Q3 2015 | $1,441,000 | -6.5% | 31,484 | +0.7% | 1.17% | +1.6% |
| Q2 2015 | $1,542,000 | -0.1% | 31,255 | +0.4% | 1.15% | -1.9% |
| Q1 2015 | $1,544,000 | +2.5% | 31,133 | +1.4% | 1.18% | +1.0% |
| Q4 2014 | $1,507,000 | +11.9% | 30,704 | +7.2% | 1.16% | +8.2% |
| Q3 2014 | $1,347,000 | +11.9% | 28,648 | +11.5% | 1.08% | +14.1% |
| Q2 2014 | $1,204,000 | +31.2% | 25,698 | +25.2% | 0.94% | +20.3% |
| Q1 2014 | $918,000 | +13.2% | 20,522 | +11.6% | 0.78% | +11.7% |
| Q4 2013 | $811,000 | – | 18,396 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |