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 | $821,087 | -3.5% | 16,227 | -0.2% | 0.15% | +2.0% |
| Q2 2023 | $851,118 | -4.2% | 16,252 | -11.5% | 0.15% | -10.8% |
| Q1 2023 | $888,703 | +2.9% | 18,373 | -4.0% | 0.17% | -13.5% |
| Q4 2022 | $863,719 | +5.7% | 19,130 | -0.8% | 0.19% | +8.5% |
| Q3 2022 | $817,000 | -6.6% | 19,290 | -1.5% | 0.18% | -16.5% |
| Q2 2022 | $875,000 | -19.4% | 19,593 | -2.8% | 0.21% | +4.4% |
| Q1 2022 | $1,085,000 | -6.9% | 20,156 | +96.9% | 0.20% | +2.0% |
| Q4 2021 | $1,165,000 | +4.6% | 10,239 | -4.4% | 0.20% | -2.5% |
| Q3 2021 | $1,114,000 | -0.4% | 10,710 | -0.4% | 0.20% | -3.3% |
| Q2 2021 | $1,118,000 | +7.7% | 10,750 | -0.5% | 0.21% | -6.2% |
| Q1 2021 | $1,038,000 | -53.4% | 10,806 | -55.9% | 0.22% | -57.8% |
| Q4 2020 | $2,228,000 | +2.2% | 24,500 | -9.4% | 0.53% | -10.3% |
| Q3 2020 | $2,179,000 | +138.7% | 27,028 | +119.3% | 0.59% | +121.6% |
| Q2 2020 | $913,000 | +20.9% | 12,326 | +0.1% | 0.27% | -6.0% |
| Q1 2020 | $755,000 | -33.4% | 12,319 | -16.5% | 0.28% | -18.6% |
| Q4 2019 | $1,133,000 | +12.1% | 14,749 | +3.5% | 0.35% | -2.2% |
| Q3 2019 | $1,011,000 | +1.7% | 14,254 | +0.7% | 0.36% | -12.7% |
| Q2 2019 | $994,000 | +6.0% | 14,158 | +2.0% | 0.41% | +9.9% |
| Q1 2019 | $938,000 | +22.0% | 13,878 | +7.8% | 0.37% | +0.8% |
| Q4 2018 | $769,000 | -12.3% | 12,878 | +2.1% | 0.37% | -5.1% |
| Q3 2018 | $877,000 | +1.6% | 12,610 | -5.0% | 0.39% | -11.0% |
| Q2 2018 | $863,000 | -4.0% | 13,274 | -6.8% | 0.44% | +8.4% |
| Q1 2018 | $899,000 | – | 14,244 | – | 0.40% | – |
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% |