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 | $102,921 | -29.3% | 2,034 | -26.8% | 0.02% | -26.5% |
| Q2 2023 | $145,589 | +8.3% | 2,780 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $134,469 | +7.1% | 2,780 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $125,517 | +6.4% | 2,780 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $118,000 | -12.6% | 2,780 | -8.0% | 0.03% | -10.8% |
| Q2 2022 | $135,000 | -17.2% | 3,022 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $163,000 | -23.5% | 3,022 | +61.8% | 0.04% | -21.6% |
| Q4 2021 | $213,000 | +8.7% | 1,868 | -0.6% | 0.05% | +2.0% |
| Q3 2021 | $196,000 | +0.5% | 1,880 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $195,000 | +7.7% | 1,880 | 0.0% | 0.05% | +6.1% |
| Q1 2021 | $181,000 | -74.4% | 1,880 | -75.8% | 0.05% | -74.7% |
| Q4 2020 | $707,000 | -70.7% | 7,772 | -74.0% | 0.19% | -73.4% |
| Q3 2020 | $2,409,000 | -46.0% | 29,878 | -50.4% | 0.73% | -53.7% |
| Q2 2020 | $4,462,000 | +29.9% | 60,216 | +7.4% | 1.57% | +8.6% |
| Q1 2020 | $3,436,000 | -23.1% | 56,089 | -3.5% | 1.45% | -40.7% |
| Q4 2019 | $4,466,000 | +7.2% | 58,136 | -1.0% | 2.44% | +0.2% |
| Q3 2019 | $4,165,000 | +16.6% | 58,729 | +15.4% | 2.44% | +12.9% |
| Q2 2019 | $3,572,000 | +10.9% | 50,888 | +6.8% | 2.16% | +9.2% |
| Q1 2019 | $3,221,000 | +18.2% | 47,635 | +4.4% | 1.98% | -1.4% |
| Q4 2018 | $2,724,000 | – | 45,631 | – | 2.01% | – |
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% |