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 | $278,300 | -3.4% | 5,500 | 0.0% | 0.19% | +3.3% |
| Q2 2023 | $288,035 | +8.3% | 5,500 | 0.0% | 0.18% | 0.0% |
| Q1 2023 | $266,035 | +8.1% | 5,500 | 0.0% | 0.18% | -4.7% |
| Q4 2022 | $246,122 | +3.8% | 5,500 | 0.0% | 0.19% | +3.3% |
| Q3 2022 | $237,000 | -4.0% | 5,500 | 0.0% | 0.18% | +3.4% |
| Q2 2022 | $247,000 | -17.7% | 5,500 | 0.0% | 0.18% | -3.3% |
| Q1 2022 | $300,000 | -4.2% | 5,500 | +100.0% | 0.18% | 0.0% |
| Q4 2021 | $313,000 | +8.3% | 2,750 | 0.0% | 0.18% | +4.0% |
| Q3 2021 | $289,000 | +1.0% | 2,750 | 0.0% | 0.18% | +1.1% |
| Q2 2021 | $286,000 | +4.0% | 2,750 | -3.5% | 0.18% | +2.3% |
| Q1 2021 | $275,000 | +2.2% | 2,850 | -0.7% | 0.17% | +3.6% |
| Q4 2020 | $269,000 | +15.9% | 2,870 | -0.1% | 0.16% | +1.9% |
| Q3 2020 | $232,000 | +8.9% | 2,872 | -0.0% | 0.16% | -26.0% |
| Q2 2020 | $213,000 | +8.7% | 2,873 | 0.0% | 0.22% | +7.4% |
| Q1 2020 | $196,000 | +1.0% | 2,873 | +13.9% | 0.20% | +36.0% |
| Q4 2019 | $194,000 | – | 2,523 | – | 0.15% | – |
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% |