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 | $1,942,174 | -5.1% | 38,383 | -1.8% | 0.94% | -1.8% |
| Q2 2023 | $2,047,012 | -2.3% | 39,087 | -9.7% | 0.95% | -3.5% |
| Q1 2023 | $2,094,281 | -2.5% | 43,297 | -8.9% | 0.99% | -7.7% |
| Q4 2022 | $2,146,959 | +2.5% | 47,552 | -3.8% | 1.07% | +2.6% |
| Q3 2022 | $2,094,000 | -9.8% | 49,436 | -4.9% | 1.04% | -20.8% |
| Q2 2022 | $2,321,000 | -18.0% | 51,961 | -1.1% | 1.32% | -9.0% |
| Q1 2022 | $2,830,000 | -8.9% | 52,555 | +92.6% | 1.45% | -2.2% |
| Q4 2021 | $3,107,000 | +7.4% | 27,294 | -1.9% | 1.48% | -2.8% |
| Q2 2021 | $2,893,000 | +9.1% | 27,824 | +0.8% | 1.52% | -5.7% |
| Q1 2021 | $2,651,000 | +24.5% | 27,609 | -3.9% | 1.62% | -6.4% |
| Q3 2020 | $2,129,000 | 0.0% | 28,728 | 0.0% | 1.73% | 0.0% |
| Q2 2020 | $2,129,000 | -99.9% | 28,728 | -37.4% | 1.73% | -37.6% |
| Q1 2020 | $2,893,984,000 | +114786.2% | 45,878 | +39.9% | 2.77% | +26.1% |
| Q4 2019 | $2,519,000 | +8.3% | 32,794 | +0.1% | 2.19% | -6.7% |
| Q3 2019 | $2,325,000 | -0.4% | 32,773 | -1.4% | 2.35% | +14.0% |
| Q2 2019 | $2,334,000 | +0.1% | 33,248 | -3.6% | 2.06% | -4.3% |
| Q1 2019 | $2,332,000 | -20.7% | 34,494 | -30.0% | 2.16% | -24.1% |
| Q4 2018 | $2,940,000 | -99.9% | 49,247 | +7.2% | 2.84% | +7.1% |
| Q3 2018 | $3,194,404,000 | +8.7% | 45,923 | +1.6% | 2.65% | -0.8% |
| Q2 2018 | $2,938,457,000 | +1.5% | 45,214 | -1.4% | 2.67% | -3.4% |
| Q1 2018 | $2,893,984,000 | – | 45,878 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |