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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $19,862,000 | +12.2% | 368,848 | +137.1% | 0.89% | -17.4% |
| Q4 2021 | $17,710,000 | +18.6% | 155,597 | +8.4% | 1.07% | -2.8% |
| Q3 2021 | $14,938,000 | -15.3% | 143,592 | -15.4% | 1.10% | -14.8% |
| Q2 2021 | $17,643,000 | -9.9% | 169,693 | -21.2% | 1.30% | -53.4% |
| Q1 2021 | $19,591,000 | +0.2% | 215,404 | +0.2% | 2.79% | +0.4% |
| Q4 2020 | $19,544,000 | +11.4% | 214,889 | -9.3% | 2.78% | -3.3% |
| Q3 2020 | $17,551,000 | -0.6% | 236,857 | -0.6% | 2.87% | -0.5% |
| Q2 2020 | $17,655,000 | +19.2% | 238,264 | -1.5% | 2.88% | +6.0% |
| Q1 2020 | $14,815,000 | -52.2% | 241,875 | -40.1% | 2.72% | -43.8% |
| Q4 2019 | $30,993,000 | +7.3% | 403,506 | -0.9% | 4.84% | +2.9% |
| Q3 2019 | $28,883,000 | +31.7% | 407,211 | +30.3% | 4.70% | +37.2% |
| Q2 2019 | $21,933,000 | +2.9% | 312,477 | -0.9% | 3.43% | +1.4% |
| Q1 2019 | $21,314,000 | +28.6% | 315,254 | +13.5% | 3.38% | +23.4% |
| Q4 2018 | $16,575,000 | +879.0% | 277,635 | +1040.9% | 2.74% | +1181.3% |
| Q3 2018 | $1,693,000 | +5.9% | 24,334 | -1.1% | 0.21% | +10.3% |
| Q2 2018 | $1,598,000 | +2.4% | 24,596 | -0.5% | 0.19% | +4.3% |
| Q1 2018 | $1,560,000 | -12.2% | 24,725 | -11.2% | 0.19% | -12.7% |
| Q4 2017 | $1,777,000 | +8.6% | 27,859 | +2.2% | 0.21% | +7.6% |
| Q3 2017 | $1,637,000 | +20.5% | 27,267 | +15.9% | 0.20% | +17.9% |
| Q2 2017 | $1,359,000 | – | 23,524 | – | 0.17% | – |
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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% |