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 | $2,062,970 | -3.6% | 40,766 | -0.2% | 0.62% | -3.6% |
| Q2 2023 | $2,139,667 | +5.0% | 40,857 | -2.9% | 0.64% | 0.0% |
| Q1 2023 | $2,038,211 | +11.3% | 42,060 | +2.9% | 0.64% | -2.6% |
| Q4 2022 | $1,830,937 | +1.6% | 40,878 | -3.9% | 0.66% | -8.1% |
| Q3 2022 | $1,802,000 | -8.8% | 42,546 | -4.4% | 0.72% | -6.0% |
| Q2 2022 | $1,976,000 | -16.4% | 44,485 | +1.4% | 0.77% | -4.4% |
| Q1 2022 | $2,363,000 | -5.4% | 43,881 | +100.1% | 0.80% | -8.2% |
| Q4 2021 | $2,499,000 | +5.9% | 21,934 | -3.3% | 0.87% | +7.2% |
| Q3 2021 | $2,359,000 | +0.6% | 22,674 | +0.5% | 0.81% | +0.9% |
| Q2 2021 | $2,346,000 | +4.9% | 22,563 | -3.1% | 0.81% | -7.3% |
| Q1 2021 | $2,237,000 | +5.4% | 23,294 | -0.2% | 0.87% | -4.0% |
| Q4 2020 | $2,123,000 | +10.2% | 23,341 | -2.3% | 0.91% | -14.0% |
| Q3 2020 | $1,927,000 | +9.1% | 23,894 | +0.3% | 1.06% | +2.7% |
| Q2 2020 | $1,766,000 | -18.1% | 23,829 | -32.3% | 1.03% | -14.3% |
| Q1 2020 | $2,156,000 | -4.5% | 35,193 | +19.8% | 1.20% | +9.0% |
| Q4 2019 | $2,257,000 | +10.8% | 29,385 | +2.0% | 1.10% | +1.3% |
| Q3 2019 | $2,037,000 | +22.9% | 28,814 | +22.1% | 1.08% | +20.0% |
| Q2 2019 | $1,657,000 | +10.5% | 23,601 | +6.4% | 0.90% | +3.4% |
| Q1 2019 | $1,500,000 | +126.2% | 22,185 | +99.6% | 0.87% | +90.0% |
| Q4 2018 | $663,000 | – | 11,116 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |