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 | $828 | +0.1% | 16,360 | +3.6% | 0.13% | -5.0% |
| Q2 2023 | $827 | +6.8% | 15,784 | -1.3% | 0.14% | -1.4% |
| Q1 2023 | $774 | +8.4% | 15,999 | +1.1% | 0.14% | 0.0% |
| Q4 2022 | $714 | -99.9% | 15,822 | -0.1% | 0.14% | 0.0% |
| Q3 2022 | $671,000 | -9.9% | 15,839 | -5.1% | 0.14% | +6.7% |
| Q2 2022 | $745,000 | -17.2% | 16,685 | -0.2% | 0.13% | -6.3% |
| Q1 2022 | $900,000 | -0.8% | 16,714 | +109.7% | 0.14% | +13.5% |
| Q4 2021 | $907,000 | +9.7% | 7,971 | +0.3% | 0.13% | 0.0% |
| Q3 2021 | $827,000 | +11.5% | 7,948 | +2.8% | 0.13% | +5.0% |
| Q1 2021 | $742,000 | +7.4% | 7,730 | +1.7% | 0.12% | +4.3% |
| Q4 2020 | $691,000 | +9.0% | 7,603 | -3.4% | 0.12% | -2.5% |
| Q3 2020 | $634,000 | +1.6% | 7,869 | -6.5% | 0.12% | -12.6% |
| Q2 2020 | $624,000 | +10.4% | 8,415 | -8.8% | 0.14% | -6.9% |
| Q1 2020 | $565,000 | -22.3% | 9,225 | -2.6% | 0.14% | +5.8% |
| Q4 2019 | $727,000 | +9.2% | 9,468 | +0.9% | 0.14% | -7.4% |
| Q3 2019 | $666,000 | +0.2% | 9,387 | -0.9% | 0.15% | -42.9% |
| Q2 2019 | $665,000 | +1.1% | 9,470 | -2.7% | 0.26% | +5.3% |
| Q1 2019 | $658,000 | +14.8% | 9,732 | +1.5% | 0.25% | -5.4% |
| Q4 2018 | $573,000 | +10.0% | 9,592 | +28.0% | 0.26% | +18.2% |
| Q3 2018 | $521,000 | +1.2% | 7,495 | -5.4% | 0.22% | -2.7% |
| Q2 2018 | $515,000 | +0.8% | 7,926 | -2.1% | 0.23% | -0.4% |
| Q1 2018 | $511,000 | -4.7% | 8,097 | -3.7% | 0.23% | +0.4% |
| Q4 2017 | $536,000 | +6.1% | 8,409 | -0.1% | 0.23% | -0.9% |
| Q3 2017 | $505,000 | +6.3% | 8,416 | +2.3% | 0.23% | -2.1% |
| Q2 2017 | $475,000 | +5.3% | 8,223 | +2.5% | 0.23% | +2.6% |
| Q1 2017 | $451,000 | – | 8,021 | – | 0.23% | – |
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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% |