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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $43,252,351 | +5.0% | 825,899 | -3.0% | 14.05% | +0.4% |
| Q1 2023 | $41,187,757 | +7.5% | 851,515 | +0.4% | 13.99% | -0.1% |
| Q4 2022 | $38,297,192 | +7.5% | 848,221 | +0.8% | 14.01% | +1.2% |
| Q3 2022 | $35,626,000 | +1.1% | 841,233 | +6.6% | 13.85% | +6.3% |
| Q2 2022 | $35,248,000 | -19.7% | 789,251 | -3.2% | 13.02% | -8.8% |
| Q1 2022 | $43,886,000 | -8.5% | 814,972 | +93.5% | 14.28% | -4.0% |
| Q4 2021 | $47,949,000 | +9.7% | 421,269 | +0.3% | 14.87% | +4.8% |
| Q3 2021 | $43,704,000 | -0.8% | 420,110 | -0.9% | 14.19% | -3.0% |
| Q2 2021 | $44,061,000 | +9.0% | 423,784 | +0.7% | 14.64% | -4.0% |
| Q1 2021 | $40,407,000 | +7.1% | 420,777 | +1.4% | 15.24% | +2.5% |
| Q4 2020 | $37,724,000 | +10.2% | 414,772 | -2.3% | 14.86% | +1.1% |
| Q3 2020 | $34,240,000 | +4.3% | 424,651 | -4.1% | 14.70% | -1.9% |
| Q2 2020 | $32,815,000 | +32.9% | 442,845 | +9.8% | 14.98% | +13.8% |
| Q1 2020 | $24,700,000 | -25.9% | 403,258 | -7.1% | 13.17% | -11.4% |
| Q4 2019 | $33,325,000 | +10.4% | 433,869 | +2.0% | 14.86% | +2.5% |
| Q3 2019 | $30,181,000 | +1.2% | 425,501 | +0.2% | 14.51% | -0.7% |
| Q2 2019 | $29,815,000 | +7.4% | 424,775 | +3.4% | 14.61% | -0.8% |
| Q1 2019 | $27,767,000 | +21.5% | 410,696 | +7.3% | 14.72% | +7.9% |
| Q4 2018 | $22,849,000 | -15.0% | 382,735 | -0.9% | 13.64% | -7.0% |
| Q3 2018 | $26,870,000 | +16.0% | 386,291 | +8.4% | 14.66% | +9.3% |
| Q2 2018 | $23,164,000 | -15.2% | 356,423 | -17.7% | 13.41% | +4.7% |
| Q1 2018 | $27,327,000 | +2.5% | 433,215 | +3.7% | 12.81% | -3.0% |
| Q4 2017 | $26,654,000 | -46.2% | 417,802 | -49.3% | 13.21% | +4.9% |
| Q3 2017 | $49,527,000 | +118.8% | 824,704 | +110.6% | 12.60% | -0.7% |
| Q2 2017 | $22,632,000 | +3.3% | 391,673 | +1.9% | 12.68% | +0.2% |
| Q1 2017 | $21,907,000 | +7752.0% | 384,444 | +6590.6% | 12.66% | +4658.3% |
| Q4 2015 | $279,000 | – | 5,746 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |