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 | $1,141,260 | -2.9% | 22,555 | +0.5% | 0.11% | -4.3% |
| Q2 2023 | $1,175,272 | +14.1% | 22,442 | +5.4% | 0.12% | +4.5% |
| Q1 2023 | $1,029,669 | +14.4% | 21,287 | +6.8% | 0.11% | +3.7% |
| Q4 2022 | $900,286 | +8.6% | 19,940 | +1.9% | 0.11% | -8.5% |
| Q3 2022 | $829,000 | +66.1% | 19,567 | +75.2% | 0.12% | +37.2% |
| Q2 2022 | $499,000 | +5.5% | 11,168 | +27.3% | 0.09% | +13.2% |
| Q1 2022 | $473,000 | +1.3% | 8,775 | +113.8% | 0.08% | +2.7% |
| Q4 2021 | $467,000 | +9.1% | 4,105 | -0.2% | 0.07% | -12.9% |
| Q3 2021 | $428,000 | +0.9% | 4,114 | +1.0% | 0.08% | -13.3% |
| Q2 2021 | $424,000 | +17.1% | 4,075 | +8.0% | 0.10% | -8.4% |
| Q1 2021 | $362,000 | +24.0% | 3,772 | +17.7% | 0.11% | +8.1% |
| Q4 2020 | $292,000 | -13.6% | 3,206 | -23.6% | 0.10% | -28.8% |
| Q3 2020 | $338,000 | +10.5% | 4,195 | +1.5% | 0.14% | -4.1% |
| Q2 2020 | $306,000 | +16.8% | 4,134 | -3.5% | 0.14% | -11.6% |
| Q1 2020 | $262,000 | +8.7% | 4,282 | +36.3% | 0.16% | +18.0% |
| Q4 2019 | $241,000 | -2.8% | 3,142 | -10.0% | 0.14% | -14.2% |
| Q3 2019 | $248,000 | +2.1% | 3,491 | +0.9% | 0.16% | -10.5% |
| Q2 2019 | $243,000 | +14.1% | 3,460 | +9.8% | 0.18% | +7.1% |
| Q1 2019 | $213,000 | +22.4% | 3,150 | +8.3% | 0.17% | +5.0% |
| Q4 2018 | $174,000 | -19.1% | 2,908 | -6.0% | 0.16% | -34.6% |
| Q3 2018 | $215,000 | -0.5% | 3,094 | -6.9% | 0.25% | -1.2% |
| Q2 2018 | $216,000 | -47.8% | 3,322 | -48.8% | 0.25% | -28.2% |
| Q4 2017 | $414,000 | – | 6,489 | – | 0.35% | – |
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% |