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 | $121,189,091 | +2.1% | 2,395,039 | +5.7% | 1.51% | -22.1% |
| Q2 2023 | $118,709,957 | +0.7% | 2,266,760 | -7.0% | 1.94% | -3.5% |
| Q1 2023 | $117,850,460 | +11.1% | 2,436,426 | +3.7% | 2.01% | -2.3% |
| Q4 2022 | $106,033,299 | +7.7% | 2,348,469 | +1.0% | 2.06% | -6.6% |
| Q3 2022 | $98,450,000 | +0.5% | 2,324,541 | +6.0% | 2.20% | +6.6% |
| Q2 2022 | $97,924,000 | -20.9% | 2,192,294 | -4.6% | 2.07% | +21.9% |
| Q1 2022 | $123,731,000 | +199.3% | 2,297,704 | +532.5% | 1.70% | +57.5% |
| Q4 2021 | $41,346,000 | +6.3% | 363,247 | -2.8% | 1.08% | +12.3% |
| Q3 2021 | $38,884,000 | -1.9% | 373,775 | -2.0% | 0.96% | -31.7% |
| Q2 2021 | $39,640,000 | +4.6% | 381,263 | -3.4% | 1.40% | -39.6% |
| Q1 2021 | $37,887,000 | +4.7% | 394,581 | -0.9% | 2.33% | -6.0% |
| Q4 2020 | $36,194,000 | +16.0% | 398,030 | +2.9% | 2.48% | -17.9% |
| Q3 2020 | $31,214,000 | +10.3% | 386,860 | +1.3% | 3.02% | +6.5% |
| Q2 2020 | $28,303,000 | +244.8% | 381,952 | +185.0% | 2.83% | +116.7% |
| Q1 2020 | $8,209,000 | +407.7% | 134,030 | +535.4% | 1.31% | +161.1% |
| Q4 2019 | $1,617,000 | +29.1% | 21,094 | +19.4% | 0.50% | -7.4% |
| Q3 2019 | $1,253,000 | +15.7% | 17,672 | +14.5% | 0.54% | +37.0% |
| Q2 2019 | $1,083,000 | +25.8% | 15,433 | +21.0% | 0.40% | +22.3% |
| Q1 2019 | $861,000 | +0.5% | 12,759 | -11.2% | 0.32% | -38.0% |
| Q4 2018 | $857,000 | – | 14,369 | – | 0.52% | – |
Download | ||||||
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% |