SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,647 | -38.3% | 13,076 | -36.1% | 0.38% | -34.5% |
| Q2 2023 | $1,072,206 | +109.8% | 20,474 | +93.8% | 0.58% | +86.2% |
| Q1 2023 | $511,094 | +99.6% | 10,566 | +86.3% | 0.31% | +69.9% |
| Q4 2022 | $256,045 | -48.6% | 5,671 | -49.1% | 0.18% | -55.0% |
| Q2 2022 | $498,000 | -29.5% | 11,145 | -15.0% | 0.41% | +8.2% |
| Q1 2022 | $706,000 | -7.1% | 13,113 | +96.4% | 0.38% | +9.3% |
| Q4 2021 | $760,000 | +16.7% | 6,676 | +6.6% | 0.34% | +18.2% |
| Q3 2021 | $651,000 | +135.9% | 6,261 | +136.0% | 0.29% | +140.5% |
| Q2 2021 | $276,000 | +7.0% | 2,653 | -1.1% | 0.12% | -10.4% |
| Q1 2021 | $258,000 | -24.1% | 2,682 | -28.2% | 0.14% | -35.1% |
| Q4 2020 | $340,000 | +11.5% | 3,737 | -1.1% | 0.21% | +1.0% |
| Q3 2020 | $305,000 | +26.0% | 3,778 | +15.8% | 0.21% | -2.4% |
| Q2 2020 | $242,000 | -62.5% | 3,263 | -69.1% | 0.21% | -72.8% |
| Q1 2020 | $646,000 | -61.5% | 10,550 | -51.7% | 0.78% | -48.6% |
| Q4 2019 | $1,678,000 | +8.6% | 21,845 | +0.3% | 1.51% | +10.9% |
| Q3 2019 | $1,545,000 | -19.2% | 21,782 | -20.0% | 1.36% | -14.0% |
| Q2 2019 | $1,911,000 | +3.5% | 27,230 | -0.3% | 1.58% | -3.5% |
| Q1 2019 | $1,847,000 | -50.8% | 27,325 | -56.5% | 1.64% | -34.9% |
| Q4 2018 | $3,751,000 | +583.2% | 62,835 | +696.5% | 2.52% | +770.0% |
| Q3 2018 | $549,000 | -87.5% | 7,889 | -88.4% | 0.29% | -87.6% |
| Q2 2018 | $4,406,000 | -16.6% | 67,792 | -19.0% | 2.34% | -22.2% |
| Q1 2018 | $5,282,000 | +214.8% | 83,742 | +199.6% | 3.01% | +282.0% |
| Q3 2017 | $1,678,000 | +52.8% | 27,953 | +47.1% | 0.79% | +28.7% |
| Q2 2017 | $1,098,000 | +36.2% | 19,005 | +25.5% | 0.61% | +24.3% |
| Q4 2016 | $806,000 | – | 15,147 | – | 0.49% | – |
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% |