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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,899,684 | +5.9% | 86,372 | -0.7% | 0.34% | -2.0% |
| Q3 2022 | $3,684,000 | -5.4% | 86,998 | -0.3% | 0.35% | -3.3% |
| Q2 2022 | $3,896,000 | -16.4% | 87,231 | +0.9% | 0.36% | -10.0% |
| Q1 2022 | $4,658,000 | +36.9% | 86,492 | +189.4% | 0.40% | +4.7% |
| Q4 2021 | $3,402,000 | -25.9% | 29,890 | -32.2% | 0.38% | -14.9% |
| Q3 2021 | $4,588,000 | -0.5% | 44,104 | -0.6% | 0.45% | -7.0% |
| Q2 2021 | $4,612,000 | +7.2% | 44,363 | -1.0% | 0.48% | -2.6% |
| Q1 2021 | $4,301,000 | +4.9% | 44,790 | -0.7% | 0.50% | -5.0% |
| Q4 2020 | $4,102,000 | +8.4% | 45,101 | -3.9% | 0.52% | -8.9% |
| Q3 2020 | $3,784,000 | +1.4% | 46,930 | -6.8% | 0.58% | -10.9% |
| Q2 2020 | $3,731,000 | +18.2% | 50,349 | -2.3% | 0.64% | -9.3% |
| Q1 2020 | $3,156,000 | -1.0% | 51,523 | +24.2% | 0.71% | +17.9% |
| Q4 2019 | $3,188,000 | +0.8% | 41,499 | -7.0% | 0.60% | -11.1% |
| Q3 2019 | $3,164,000 | +4.2% | 44,601 | +3.1% | 0.68% | -0.3% |
| Q2 2019 | $3,037,000 | +15.4% | 43,268 | +11.2% | 0.68% | -6.6% |
| Q1 2019 | $2,632,000 | +232.3% | 38,924 | +242.0% | 0.73% | +193.5% |
| Q3 2018 | $792,000 | +13.0% | 11,380 | +5.5% | 0.25% | 0.0% |
| Q2 2018 | $701,000 | +20.4% | 10,787 | +16.9% | 0.25% | +12.2% |
| Q1 2018 | $582,000 | +15.0% | 9,229 | +16.3% | 0.22% | +11.6% |
| Q4 2017 | $506,000 | – | 7,935 | – | 0.20% | – |
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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% |