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 | $140,668 | +1.9% | 2,780 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $138,100 | -13.7% | 2,637 | -20.3% | 0.00% | 0.0% |
| Q1 2023 | $159,960 | +38.5% | 3,307 | +29.3% | 0.00% | 0.0% |
| Q4 2022 | $115,494 | +6.9% | 2,558 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $108,000 | -25.5% | 2,558 | -21.0% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -16.7% | 3,236 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $174,000 | +19.2% | 3,236 | +153.0% | 0.00% | 0.0% |
| Q4 2021 | $146,000 | -1.4% | 1,279 | -10.2% | 0.00% | 0.0% |
| Q3 2021 | $148,000 | -9.8% | 1,425 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $164,000 | +33.3% | 1,574 | +23.1% | 0.00% | 0.0% |
| Q1 2021 | $123,000 | +6.0% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $116,000 | +12.6% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $103,000 | +8.4% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $95,000 | +163.9% | 1,279 | +115.3% | 0.00% | – |
| Q1 2020 | $36,000 | -82.7% | 594 | -78.0% | 0.00% | -100.0% |
| Q4 2019 | $208,000 | +395.2% | 2,703 | +355.1% | 0.00% | – |
| Q3 2019 | $42,000 | +44.8% | 594 | +42.1% | 0.00% | – |
| Q2 2019 | $29,000 | +20.8% | 418 | +21.2% | 0.00% | – |
| Q3 2018 | $24,000 | 0.0% | 345 | -5.5% | 0.00% | – |
| Q2 2018 | $24,000 | +4.3% | 365 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | -82.0% | 365 | -86.0% | 0.00% | -100.0% |
| Q2 2015 | $128,000 | -0.8% | 2,604 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $129,000 | – | 2,604 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |