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 | $2,704,822 | +35.8% | 52,445 | +8.3% | 0.11% | +40.3% |
| Q2 2023 | $1,991,403 | +1.3% | 48,404 | +1.5% | 0.08% | -28.7% |
| Q1 2023 | $1,964,924 | +8.8% | 47,692 | +7.6% | 0.11% | +20.0% |
| Q4 2022 | $1,805,849 | +18.9% | 44,334 | +1.4% | 0.09% | +12.5% |
| Q3 2022 | $1,519,000 | -10.8% | 43,736 | +10.5% | 0.08% | -9.1% |
| Q2 2022 | $1,703,000 | -9.4% | 39,566 | +6.3% | 0.09% | -2.2% |
| Q1 2022 | $1,879,000 | +5.7% | 37,207 | +112.8% | 0.09% | +8.4% |
| Q4 2021 | $1,778,000 | +3.7% | 17,481 | +6.0% | 0.08% | -3.5% |
| Q3 2021 | $1,715,000 | -3.7% | 16,487 | -3.8% | 0.09% | -8.5% |
| Q2 2021 | $1,781,000 | +8.9% | 17,130 | +0.6% | 0.09% | -6.9% |
| Q1 2021 | $1,635,000 | +24.6% | 17,031 | +18.1% | 0.10% | +6.3% |
| Q4 2020 | $1,312,000 | +36.2% | 14,426 | +19.9% | 0.10% | +8.0% |
| Q3 2020 | $963,000 | +6.4% | 12,034 | -1.4% | 0.09% | -9.3% |
| Q2 2020 | $905,000 | +19.9% | 12,208 | -1.0% | 0.10% | -5.8% |
| Q1 2020 | $755,000 | -6.4% | 12,329 | +17.4% | 0.10% | +4.0% |
| Q4 2019 | $807,000 | +5.8% | 10,505 | -2.4% | 0.10% | -9.2% |
| Q3 2019 | $763,000 | +0.8% | 10,765 | -0.2% | 0.11% | -7.6% |
| Q2 2019 | $757,000 | +7.7% | 10,787 | +3.7% | 0.12% | -5.6% |
| Q1 2019 | $703,000 | +14.9% | 10,402 | +0.6% | 0.12% | -3.8% |
| Q4 2018 | $612,000 | -17.0% | 10,344 | -2.3% | 0.13% | -14.5% |
| Q3 2018 | $737,000 | +9.3% | 10,592 | +2.2% | 0.15% | -12.1% |
| Q2 2018 | $674,000 | +1.8% | 10,365 | -1.2% | 0.17% | -55.2% |
| Q1 2018 | $662,000 | +3.8% | 10,496 | +5.4% | 0.39% | +26.6% |
| Q4 2017 | $638,000 | +4.8% | 9,961 | -1.8% | 0.30% | -25.1% |
| Q3 2017 | $609,000 | -11.7% | 10,145 | -15.1% | 0.41% | -20.0% |
| Q2 2017 | $690,000 | +3.8% | 11,944 | +1.0% | 0.51% | -3.8% |
| Q1 2017 | $665,000 | +5.9% | 11,821 | +1.1% | 0.53% | -1.9% |
| Q4 2016 | $628,000 | – | 11,692 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |