SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,732,043 | +1.0% | 38,362 | -5.2% | 0.43% | +17.1% |
| Q3 2022 | $1,715,000 | +34.3% | 40,485 | +41.6% | 0.37% | +33.2% |
| Q2 2022 | $1,277,000 | -16.8% | 28,586 | +0.3% | 0.28% | +12.6% |
| Q1 2022 | $1,535,000 | -37.5% | 28,499 | +32.0% | 0.25% | -31.3% |
| Q4 2021 | $2,457,000 | +8.4% | 21,588 | -0.9% | 0.36% | +6.2% |
| Q3 2021 | $2,267,000 | -2.9% | 21,793 | -3.0% | 0.34% | -1.2% |
| Q2 2021 | $2,335,000 | -1.3% | 22,461 | -8.8% | 0.34% | -11.4% |
| Q1 2021 | $2,366,000 | -5.0% | 24,639 | -10.0% | 0.38% | -10.9% |
| Q4 2020 | $2,490,000 | +20.9% | 27,381 | +12.5% | 0.43% | +10.8% |
| Q3 2020 | $2,059,000 | -75.2% | 24,330 | -76.4% | 0.39% | -78.4% |
| Q2 2020 | $8,291,000 | +10.3% | 103,134 | -4.1% | 1.81% | -7.6% |
| Q1 2020 | $7,514,000 | -68.2% | 107,548 | -64.0% | 1.96% | -70.5% |
| Q4 2019 | $23,658,000 | +7.5% | 298,712 | -2.8% | 6.63% | -13.6% |
| Q3 2019 | $22,013,000 | +0.8% | 307,442 | -0.6% | 7.68% | -16.5% |
| Q2 2019 | $21,833,000 | +0.7% | 309,256 | +0.3% | 9.20% | -0.1% |
| Q1 2019 | $21,689,000 | +6.1% | 308,305 | +0.1% | 9.21% | -12.8% |
| Q4 2018 | $20,445,000 | +57.2% | 307,858 | +52.0% | 10.56% | +45.1% |
| Q3 2018 | $13,006,000 | +29.4% | 202,494 | +30.9% | 7.28% | +24.3% |
| Q2 2018 | $10,054,000 | +26.3% | 154,699 | +22.5% | 5.86% | +12.7% |
| Q1 2018 | $7,963,000 | +1.9% | 126,238 | +3.0% | 5.20% | +3.3% |
| Q4 2017 | $7,813,000 | – | 122,505 | – | 5.03% | – |
Download | ||||||
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% |