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 | $76,840,617 | +8.7% | 1,518,589 | +12.5% | 0.01% | +14.3% |
| Q2 2023 | $70,718,793 | +16.9% | 1,350,368 | +8.0% | 0.01% | +16.7% |
| Q1 2023 | $60,497,289 | +2.5% | 1,250,719 | -4.3% | 0.01% | -14.3% |
| Q4 2022 | $59,010,901 | +17.7% | 1,306,997 | +10.4% | 0.01% | +16.7% |
| Q3 2022 | $50,118,000 | -1.2% | 1,183,421 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $50,711,000 | -13.2% | 1,135,475 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $58,442,000 | -11.4% | 1,085,265 | +87.4% | 0.01% | 0.0% |
| Q4 2021 | $65,929,000 | +16.5% | 579,237 | +6.5% | 0.01% | 0.0% |
| Q3 2021 | $56,585,000 | +8.1% | 543,930 | +8.0% | 0.01% | +20.0% |
| Q2 2021 | $52,368,000 | +25.7% | 503,690 | +16.1% | 0.01% | 0.0% |
| Q1 2021 | $41,663,000 | +49.6% | 433,852 | +41.7% | 0.01% | +25.0% |
| Q4 2020 | $27,847,000 | -2.6% | 306,171 | -13.7% | 0.00% | 0.0% |
| Q3 2020 | $28,602,000 | +2.4% | 354,746 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $27,934,000 | +141.9% | 376,969 | +99.9% | 0.00% | +100.0% |
| Q1 2020 | $11,549,000 | -6.8% | 188,566 | +16.8% | 0.00% | 0.0% |
| Q4 2019 | $12,396,000 | +15.0% | 161,386 | +6.2% | 0.00% | 0.0% |
| Q3 2019 | $10,775,000 | +30.0% | 151,907 | +28.6% | 0.00% | +100.0% |
| Q2 2019 | $8,288,000 | +21.5% | 118,081 | +17.1% | 0.00% | 0.0% |
| Q1 2019 | $6,820,000 | -87.9% | 100,879 | -89.4% | 0.00% | -90.0% |
| Q4 2018 | $56,572,000 | +703.8% | 947,610 | +836.7% | 0.01% | +900.0% |
| Q3 2018 | $7,038,000 | +15.1% | 101,165 | +7.5% | 0.00% | 0.0% |
| Q2 2018 | $6,113,000 | +14.5% | 94,074 | +11.1% | 0.00% | 0.0% |
| Q1 2018 | $5,341,000 | -12.1% | 84,662 | -11.1% | 0.00% | 0.0% |
| Q4 2017 | $6,073,000 | +12.8% | 95,214 | +6.2% | 0.00% | 0.0% |
| Q3 2017 | $5,385,000 | +10.6% | 89,691 | +6.4% | 0.00% | 0.0% |
| Q2 2017 | $4,871,000 | +45.5% | 84,319 | +41.7% | 0.00% | 0.0% |
| Q1 2017 | $3,348,000 | +34.2% | 59,499 | +27.1% | 0.00% | 0.0% |
| Q4 2016 | $2,494,000 | -2.9% | 46,803 | -5.9% | 0.00% | 0.0% |
| Q3 2016 | $2,568,000 | +31.4% | 49,747 | +26.7% | 0.00% | – |
| Q2 2016 | $1,954,000 | -36.1% | 39,266 | -37.3% | 0.00% | -100.0% |
| Q1 2016 | $3,057,000 | +314.8% | 62,604 | +312.8% | 0.00% | – |
| Q4 2015 | $737,000 | -48.2% | 15,166 | -51.2% | 0.00% | – |
| Q3 2015 | $1,424,000 | +64.1% | 31,107 | +76.7% | 0.00% | – |
| Q2 2015 | $868,000 | +16.7% | 17,606 | +17.3% | 0.00% | – |
| Q1 2015 | $744,000 | -66.0% | 15,008 | -66.4% | 0.00% | -100.0% |
| Q4 2014 | $2,191,000 | +184.5% | 44,668 | +172.4% | 0.00% | – |
| Q3 2014 | $770,000 | +49.8% | 16,398 | +49.6% | 0.00% | – |
| Q2 2014 | $514,000 | +27.2% | 10,964 | +21.3% | 0.00% | – |
| Q1 2014 | $404,000 | +78.8% | 9,041 | +76.5% | 0.00% | – |
| Q4 2013 | $226,000 | +37.0% | 5,123 | +24.8% | 0.00% | – |
| Q3 2013 | $165,000 | -61.4% | 4,105 | -63.4% | 0.00% | – |
| Q2 2013 | $428,000 | – | 11,206 | – | 0.00% | – |
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% |