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 | $727,628 | -6.0% | 14,380 | -2.7% | 1.01% | +141.0% |
| Q2 2023 | $773,925 | +4.4% | 14,778 | -3.5% | 0.42% | -11.2% |
| Q1 2023 | $741,077 | -12.9% | 15,321 | -18.7% | 0.47% | -76.7% |
| Q4 2022 | $851,168 | +3.4% | 18,852 | -3.0% | 2.03% | +135.7% |
| Q3 2022 | $823,000 | -13.3% | 19,442 | -8.3% | 0.86% | +36.8% |
| Q2 2022 | $949,000 | -21.2% | 21,213 | -5.1% | 0.63% | -31.3% |
| Q1 2022 | $1,204,000 | -21.6% | 22,351 | +65.6% | 0.92% | +38.3% |
| Q4 2021 | $1,536,000 | +7.4% | 13,499 | -1.8% | 0.66% | +5.1% |
| Q3 2021 | $1,430,000 | -2.7% | 13,742 | -2.9% | 0.63% | +9.0% |
| Q2 2021 | $1,469,000 | +3.5% | 14,149 | -4.4% | 0.58% | -7.9% |
| Q1 2021 | $1,419,000 | +3.4% | 14,800 | -2.0% | 0.63% | -12.6% |
| Q4 2020 | $1,373,000 | +5.8% | 15,095 | -6.2% | 0.72% | -62.0% |
| Q3 2020 | $1,298,000 | +4.9% | 16,099 | -3.6% | 1.90% | +135.7% |
| Q2 2020 | $1,237,000 | +15.6% | 16,694 | -4.4% | 0.80% | -32.9% |
| Q1 2020 | $1,070,000 | -62.2% | 17,466 | -52.6% | 1.20% | -19.7% |
| Q4 2019 | $2,832,000 | -29.3% | 36,868 | -34.7% | 1.49% | -37.9% |
| Q3 2019 | $4,004,000 | +55.1% | 56,449 | +53.4% | 2.40% | +54.0% |
| Q2 2019 | $2,582,000 | +182.2% | 36,790 | +171.7% | 1.56% | +50.3% |
| Q1 2019 | $915,000 | – | 13,540 | – | 1.04% | – |
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% |