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 | $3,905,565 | +5.9% | 77,186 | +9.6% | 0.08% | +8.2% |
| Q2 2023 | $3,689,280 | +118.2% | 70,446 | +101.5% | 0.07% | +102.8% |
| Q1 2023 | $1,691,055 | +38.9% | 34,961 | +29.7% | 0.04% | +28.6% |
| Q4 2022 | $1,217,281 | +21.5% | 26,961 | +14.0% | 0.03% | +12.0% |
| Q3 2022 | $1,002,000 | -4.0% | 23,658 | +1.2% | 0.02% | +4.2% |
| Q2 2022 | $1,044,000 | -28.5% | 23,374 | -13.9% | 0.02% | -20.0% |
| Q1 2022 | $1,461,000 | +12.0% | 27,132 | +136.6% | 0.03% | +15.4% |
| Q4 2021 | $1,305,000 | +19.0% | 11,469 | +8.8% | 0.03% | +8.3% |
| Q3 2021 | $1,097,000 | +8.0% | 10,541 | +7.9% | 0.02% | +9.1% |
| Q2 2021 | $1,016,000 | +12.6% | 9,771 | +4.0% | 0.02% | 0.0% |
| Q1 2021 | $902,000 | +32.3% | 9,397 | +25.3% | 0.02% | +22.2% |
| Q4 2020 | $682,000 | +86.3% | 7,497 | +65.2% | 0.02% | +63.6% |
| Q3 2020 | $366,000 | +7.6% | 4,539 | -1.2% | 0.01% | 0.0% |
| Q2 2020 | $340,000 | -2.0% | 4,593 | -19.0% | 0.01% | -15.4% |
| Q1 2020 | $347,000 | -0.9% | 5,673 | +24.5% | 0.01% | +18.2% |
| Q4 2019 | $350,000 | +1.2% | 4,556 | -6.5% | 0.01% | -15.4% |
| Q3 2019 | $346,000 | +1.8% | 4,873 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $340,000 | +32.3% | 4,847 | +27.5% | 0.01% | +18.2% |
| Q1 2019 | $257,000 | -56.2% | 3,803 | -61.3% | 0.01% | -59.3% |
| Q4 2018 | $587,000 | -51.6% | 9,833 | -43.6% | 0.03% | -34.1% |
| Q3 2018 | $1,213,000 | +6.6% | 17,439 | -0.4% | 0.04% | -2.4% |
| Q2 2018 | $1,138,000 | +2.2% | 17,507 | -0.9% | 0.04% | +2.4% |
| Q1 2018 | $1,114,000 | -37.7% | 17,662 | -37.0% | 0.04% | -24.1% |
| Q4 2017 | $1,787,000 | +377.8% | 28,022 | +349.3% | 0.05% | +237.5% |
| Q3 2017 | $374,000 | – | 6,237 | – | 0.02% | – |
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% |