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 | $888,258 | -5.0% | 17,554 | -1.7% | 0.25% | -2.7% |
Q2 2023 | $935,353 | +7.7% | 17,860 | -0.5% | 0.26% | +2.8% |
Q1 2023 | $868,603 | +4.8% | 17,957 | -2.2% | 0.25% | -2.0% |
Q4 2022 | $829,017 | +4.4% | 18,361 | -2.1% | 0.26% | -5.2% |
Q3 2022 | $794,376 | -8.3% | 18,757 | -3.3% | 0.27% | -3.2% |
Q2 2022 | $866,459 | -18.0% | 19,401 | -1.1% | 0.28% | -14.5% |
Q1 2022 | $1,056,718 | -13.1% | 19,623 | +83.7% | 0.32% | -11.7% |
Q4 2021 | $1,215,815 | +8.5% | 10,682 | -0.8% | 0.37% | -2.1% |
Q3 2021 | $1,120,588 | -1.6% | 10,772 | -1.7% | 0.38% | -8.7% |
Q2 2021 | $1,139,366 | +8.6% | 10,959 | +0.3% | 0.41% | -1.7% |
Q1 2021 | $1,048,748 | +5.4% | 10,921 | -0.2% | 0.42% | +0.2% |
Q4 2020 | $995,404 | +12.6% | 10,945 | -0.2% | 0.42% | +0.5% |
Q3 2020 | $884,111 | +6.4% | 10,965 | -2.3% | 0.42% | +1.2% |
Q2 2020 | $831,289 | +112.7% | 11,218 | +75.8% | 0.41% | +72.7% |
Q1 2020 | $390,916 | -8.3% | 6,382 | +15.0% | 0.24% | +9.7% |
Q4 2019 | $426,285 | +10.6% | 5,550 | +2.1% | 0.22% | -1.8% |
Q3 2019 | $385,510 | -1.8% | 5,435 | -2.8% | 0.22% | -5.6% |
Q2 2019 | $392,537 | +7.0% | 5,592 | +3.1% | 0.23% | -0.8% |
Q1 2019 | $366,750 | – | 5,424 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |