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 | $2,614,103 | -4.5% | 51,662 | -1.1% | 2.42% | +3.5% |
| Q2 2023 | $2,736,851 | +4.0% | 52,260 | -3.9% | 2.34% | +1.7% |
| Q1 2023 | $2,631,371 | +7.0% | 54,401 | -0.1% | 2.30% | +3.9% |
| Q4 2022 | $2,459,707 | +10.5% | 54,479 | +3.7% | 2.21% | -0.9% |
| Q3 2022 | $2,225,858 | -7.3% | 52,559 | -2.2% | 2.23% | -0.4% |
| Q2 2022 | $2,401,000 | -18.0% | 53,765 | -1.1% | 2.24% | +3.1% |
| Q1 2022 | $2,929,000 | -6.2% | 54,384 | +98.3% | 2.17% | -2.4% |
| Q4 2021 | $3,121,000 | +6.7% | 27,423 | -2.4% | 2.22% | -1.6% |
| Q3 2021 | $2,924,000 | -1.0% | 28,111 | -1.1% | 2.26% | +1.6% |
| Q2 2021 | $2,955,000 | +6.9% | 28,417 | -1.2% | 2.22% | +3.7% |
| Q1 2021 | $2,763,000 | -1.8% | 28,774 | -7.0% | 2.15% | -0.6% |
| Q4 2020 | $2,814,000 | +8.2% | 30,935 | -4.1% | 2.16% | -1.5% |
| Q3 2020 | $2,600,000 | +0.9% | 32,244 | -7.2% | 2.19% | +6.3% |
| Q2 2020 | $2,576,000 | +14.3% | 34,757 | -5.5% | 2.06% | +2.3% |
| Q1 2020 | $2,254,000 | -20.6% | 36,798 | -0.4% | 2.02% | +2.0% |
| Q4 2019 | $2,839,000 | +4.8% | 36,964 | -3.2% | 1.98% | -1.8% |
| Q3 2019 | $2,709,000 | +2.7% | 38,199 | +1.6% | 2.01% | +1.3% |
| Q2 2019 | $2,639,000 | +2.2% | 37,594 | -1.6% | 1.99% | -1.2% |
| Q1 2019 | $2,582,000 | +80.6% | 38,186 | +59.4% | 2.01% | +58.2% |
| Q4 2018 | $1,430,000 | -17.1% | 23,953 | -3.4% | 1.27% | -18.0% |
| Q3 2018 | $1,725,000 | +18.0% | 24,798 | +10.2% | 1.55% | +8.6% |
| Q2 2018 | $1,462,000 | +4.1% | 22,502 | +1.0% | 1.43% | +2.9% |
| Q1 2018 | $1,405,000 | +0.6% | 22,280 | +1.8% | 1.39% | +2.4% |
| Q4 2017 | $1,396,000 | – | 21,890 | – | 1.35% | – |
Download | ||||||
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% |