SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,008,304 | +696.9% | 47,422 | +740.4% | 0.08% | +750.0% |
| Q2 2022 | $252,007 | -23.5% | 5,643 | -7.7% | 0.01% | -9.1% |
| Q1 2022 | $329,374 | -91.7% | 6,117 | -82.5% | 0.01% | -91.8% |
| Q4 2021 | $3,984,268 | +1461.3% | 35,005 | +1327.0% | 0.13% | +1240.0% |
| Q3 2021 | $255,183 | -90.8% | 2,453 | -90.8% | 0.01% | -90.7% |
| Q2 2021 | $2,775,801 | +2266.9% | 26,698 | +2086.6% | 0.11% | +2060.0% |
| Q1 2021 | $117,278 | +185.1% | 1,221 | +170.1% | 0.01% | +150.0% |
| Q4 2020 | $41,137 | -72.2% | 452 | -75.4% | 0.00% | -77.8% |
| Q3 2020 | $147,995 | +4.0% | 1,835 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $142,308 | -9.8% | 1,920 | -25.4% | 0.01% | -30.8% |
| Q1 2020 | $157,744 | +11.1% | 2,575 | +39.3% | 0.01% | +30.0% |
| Q4 2019 | $141,976 | +137.1% | 1,848 | +119.0% | 0.01% | +100.0% |
| Q3 2019 | $59,888 | -39.1% | 844 | -39.8% | 0.01% | -37.5% |
| Q2 2019 | $98,369 | +31.0% | 1,401 | +26.2% | 0.01% | +14.3% |
| Q1 2019 | $75,079 | +438.9% | 1,110 | +376.4% | 0.01% | +250.0% |
| Q4 2018 | $13,932 | -85.4% | 233 | -83.1% | 0.00% | -81.8% |
| Q3 2018 | $95,627 | +14.7% | 1,375 | +7.3% | 0.01% | 0.0% |
| Q2 2018 | $83,344 | +5.4% | 1,282 | +2.3% | 0.01% | -8.3% |
| Q1 2018 | $79,065 | -96.8% | 1,253 | -96.8% | 0.01% | -97.0% |
| Q4 2017 | $2,491,196 | – | 39,059 | – | 0.39% | – |
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% |