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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,777,226 | +7.3% | 57,416 | +0.2% | 1.00% | +3.0% |
| Q4 2022 | $2,587,443 | +6.7% | 57,308 | +0.1% | 0.97% | -3.2% |
| Q3 2022 | $2,425,000 | -4.4% | 57,251 | +0.8% | 1.00% | +1.1% |
| Q2 2022 | $2,536,000 | -17.6% | 56,796 | -0.6% | 0.99% | -8.1% |
| Q1 2022 | $3,077,000 | -6.2% | 57,156 | +98.4% | 1.07% | -2.8% |
| Q4 2021 | $3,279,000 | +9.5% | 28,812 | +0.1% | 1.10% | +1.5% |
| Q3 2021 | $2,994,000 | -0.9% | 28,779 | -1.0% | 1.09% | -2.4% |
| Q2 2021 | $3,021,000 | +2.0% | 29,059 | -5.8% | 1.12% | -4.0% |
| Q1 2021 | $2,963,000 | -0.6% | 30,857 | -5.8% | 1.16% | -9.6% |
| Q4 2020 | $2,980,000 | +7.0% | 32,761 | -5.1% | 1.29% | -5.6% |
| Q3 2020 | $2,784,000 | +5.0% | 34,532 | -3.5% | 1.36% | -1.8% |
| Q2 2020 | $2,652,000 | +14.7% | 35,789 | -5.2% | 1.39% | +2.7% |
| Q1 2020 | $2,313,000 | -22.0% | 37,762 | -2.3% | 1.35% | -2.8% |
| Q4 2019 | $2,967,000 | +7.9% | 38,633 | -0.4% | 1.39% | -0.4% |
| Q3 2019 | $2,750,000 | +1.1% | 38,769 | +0.1% | 1.40% | -0.6% |
| Q2 2019 | $2,719,000 | +3.9% | 38,744 | +0.0% | 1.40% | -1.2% |
| Q1 2019 | $2,618,000 | +14.8% | 38,729 | +1.3% | 1.42% | 0.0% |
| Q4 2018 | $2,281,000 | -16.8% | 38,214 | -3.0% | 1.42% | -10.2% |
| Q3 2018 | $2,741,000 | +4.7% | 39,408 | -2.2% | 1.58% | -2.1% |
| Q2 2018 | $2,617,000 | +5.1% | 40,274 | +2.0% | 1.62% | +5.8% |
| Q1 2018 | $2,491,000 | +7.9% | 39,484 | +9.1% | 1.53% | +8.1% |
| Q4 2017 | $2,309,000 | +3.7% | 36,197 | -2.4% | 1.41% | -1.3% |
| Q3 2017 | $2,226,000 | +3.4% | 37,071 | -0.5% | 1.43% | -1.9% |
| Q2 2017 | $2,152,000 | -0.6% | 37,246 | -3.2% | 1.46% | -6.2% |
| Q1 2017 | $2,165,000 | +5.9% | 38,471 | +0.2% | 1.56% | -0.9% |
| Q4 2016 | $2,045,000 | – | 38,398 | – | 1.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |