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 | $4,924,233 | -5.2% | 97,317 | -1.9% | 2.65% | +1.6% |
| Q2 2023 | $5,193,944 | +3.7% | 99,178 | -4.2% | 2.60% | -3.3% |
| Q1 2023 | $5,007,476 | +3.1% | 103,524 | -3.8% | 2.70% | -5.3% |
| Q4 2022 | $4,856,679 | +7.3% | 107,568 | +0.7% | 2.85% | -6.4% |
| Q3 2022 | $4,525,000 | -5.1% | 106,849 | +0.1% | 3.04% | -1.2% |
| Q2 2022 | $4,768,000 | -6.0% | 106,763 | +13.3% | 3.08% | +7.4% |
| Q1 2022 | $5,074,000 | -7.1% | 94,226 | +96.3% | 2.87% | -0.5% |
| Q4 2021 | $5,463,000 | +11.8% | 47,998 | +2.2% | 2.88% | +3.7% |
| Q3 2021 | $4,885,000 | -2.6% | 46,965 | -2.6% | 2.78% | -2.0% |
| Q2 2021 | $5,013,000 | +8.8% | 48,216 | +0.5% | 2.83% | +3.2% |
| Q1 2021 | $4,608,000 | +9.7% | 47,989 | +6.1% | 2.74% | +16.4% |
| Q4 2020 | $4,202,000 | +23.0% | 45,232 | +6.7% | 2.36% | +4.2% |
| Q3 2020 | $3,417,000 | +13.7% | 42,389 | +4.5% | 2.26% | -2.1% |
| Q2 2020 | $3,005,000 | +40.1% | 40,560 | +15.8% | 2.31% | +24.4% |
| Q1 2020 | $2,145,000 | -2.0% | 35,021 | +22.9% | 1.86% | +29.1% |
| Q4 2019 | $2,189,000 | +14.0% | 28,505 | +5.3% | 1.44% | +3.4% |
| Q3 2019 | $1,920,000 | +18.0% | 27,075 | +16.8% | 1.39% | +17.4% |
| Q2 2019 | $1,627,000 | +12.5% | 23,180 | +8.4% | 1.19% | -1.7% |
| Q1 2019 | $1,446,000 | -59.9% | 21,389 | -64.6% | 1.21% | -62.4% |
| Q4 2018 | $3,605,000 | -6.9% | 60,396 | +8.5% | 3.21% | +7.0% |
| Q3 2018 | $3,872,000 | +20.4% | 55,676 | +12.5% | 3.00% | +6.0% |
| Q2 2018 | $3,216,000 | +5.5% | 49,486 | +2.4% | 2.83% | +1.7% |
| Q1 2018 | $3,047,000 | +6.5% | 48,308 | +5.5% | 2.78% | +7.7% |
| Q4 2017 | $2,862,000 | – | 45,775 | – | 2.58% | – |
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% |