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 | $185,405 | -12.2% | 3,664 | -9.1% | 0.10% | -1.0% |
| Q2 2023 | $211,146 | -3.9% | 4,032 | -11.2% | 0.10% | -29.9% |
| Q1 2023 | $219,686 | +12.4% | 4,542 | +4.9% | 0.14% | +15.1% |
| Q4 2022 | $195,435 | +2.3% | 4,329 | -4.2% | 0.12% | -7.0% |
| Q3 2022 | $191,000 | -19.4% | 4,519 | -15.0% | 0.13% | -13.5% |
| Q2 2022 | $237,000 | -59.6% | 5,318 | -51.2% | 0.15% | -45.0% |
| Q1 2022 | $586,000 | -38.7% | 10,890 | +29.7% | 0.27% | -32.9% |
| Q4 2021 | $956,000 | +10.1% | 8,395 | +0.6% | 0.40% | -5.4% |
| Q3 2021 | $868,000 | +6.6% | 8,341 | +6.5% | 0.42% | +6.8% |
| Q2 2021 | $814,000 | +156.0% | 7,831 | +136.2% | 0.40% | +116.9% |
| Q1 2021 | $318,000 | +5.0% | 3,316 | -0.3% | 0.18% | +4.0% |
| Q4 2020 | $303,000 | +43.6% | 3,327 | +27.1% | 0.18% | +21.4% |
| Q3 2020 | $211,000 | +14.1% | 2,618 | +5.0% | 0.14% | -4.6% |
| Q2 2020 | $185,000 | +25.9% | 2,494 | +3.7% | 0.15% | +3.4% |
| Q1 2020 | $147,000 | -80.3% | 2,404 | -75.2% | 0.15% | -71.5% |
| Q4 2019 | $746,000 | +251.9% | 9,707 | +225.3% | 0.52% | +204.7% |
| Q3 2019 | $212,000 | -27.4% | 2,984 | -28.2% | 0.17% | -26.2% |
| Q2 2019 | $292,000 | -9.3% | 4,154 | -12.7% | 0.23% | -15.8% |
| Q1 2019 | $322,000 | +58.6% | 4,760 | +40.2% | 0.27% | +17.7% |
| Q4 2018 | $203,000 | – | 3,395 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |