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 | $1,574,451 | -12.2% | 31,115 | -9.1% | 0.12% | -9.8% |
| Q2 2023 | $1,793,126 | -4.6% | 34,239 | -11.9% | 0.13% | -9.6% |
| Q1 2023 | $1,879,197 | +7.2% | 38,850 | +0.0% | 0.15% | -10.4% |
| Q4 2022 | $1,753,582 | +192.8% | 38,839 | +174.5% | 0.16% | +181.0% |
| Q3 2022 | $599,000 | -16.7% | 14,147 | -12.1% | 0.06% | -18.3% |
| Q2 2022 | $719,000 | -17.0% | 16,097 | +0.1% | 0.07% | -12.3% |
| Q1 2022 | $866,000 | -5.5% | 16,086 | +100.0% | 0.08% | +6.6% |
| Q4 2021 | $916,000 | +29.2% | 8,042 | +18.0% | 0.08% | +20.6% |
| Q3 2021 | $709,000 | +0.1% | 6,817 | +0.1% | 0.06% | -1.6% |
| Q2 2021 | $708,000 | -34.7% | 6,812 | -39.6% | 0.06% | -46.2% |
| Q1 2021 | $1,084,000 | +134.6% | 11,283 | +122.3% | 0.12% | +124.5% |
| Q4 2020 | $462,000 | +13.0% | 5,075 | 0.0% | 0.05% | -5.4% |
| Q3 2020 | $409,000 | +8.8% | 5,075 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $376,000 | +20.9% | 5,075 | 0.0% | 0.06% | -5.1% |
| Q1 2020 | $311,000 | -22.6% | 5,075 | -3.0% | 0.06% | -18.1% |
| Q4 2019 | $402,000 | +8.4% | 5,230 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $371,000 | -3.6% | 5,230 | -4.1% | 0.07% | -4.0% |
| Q2 2019 | $385,000 | +5.8% | 5,455 | +1.4% | 0.08% | +5.6% |
| Q1 2019 | $364,000 | +15.9% | 5,380 | +2.3% | 0.07% | -1.4% |
| Q4 2018 | $314,000 | -12.5% | 5,260 | +1.9% | 0.07% | -1.4% |
| Q3 2018 | $359,000 | +6.5% | 5,160 | -0.5% | 0.07% | +2.8% |
| Q2 2018 | $337,000 | +4.7% | 5,185 | +1.5% | 0.07% | +2.9% |
| Q1 2018 | $322,000 | -5.0% | 5,110 | 0.0% | 0.07% | +4.5% |
| Q4 2017 | $339,000 | +9.0% | 5,110 | -1.4% | 0.07% | +1.5% |
| Q3 2017 | $311,000 | -0.3% | 5,185 | -4.0% | 0.06% | -5.8% |
| Q2 2017 | $312,000 | +15.1% | 5,400 | +12.1% | 0.07% | +7.8% |
| Q1 2017 | $271,000 | +4.6% | 4,816 | -1.0% | 0.06% | -1.5% |
| Q4 2016 | $259,000 | +3.2% | 4,866 | 0.0% | 0.06% | +14.0% |
| Q3 2016 | $251,000 | +3.7% | 4,866 | 0.0% | 0.06% | -3.4% |
| Q2 2016 | $242,000 | +1.7% | 4,866 | 0.0% | 0.06% | +5.4% |
| Q1 2016 | $238,000 | – | 4,866 | – | 0.06% | – |
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% |