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 | $1,283,150 | -3.6% | 25,359 | -0.2% | 0.02% | +4.3% |
| Q2 2023 | $1,331,150 | +10.8% | 25,418 | +2.3% | 0.02% | -8.0% |
| Q1 2023 | $1,201,709 | +8.2% | 24,844 | +1.0% | 0.02% | +4.2% |
| Q4 2022 | $1,110,321 | +8.9% | 24,592 | +2.1% | 0.02% | +4.3% |
| Q3 2022 | $1,020,000 | -4.3% | 24,075 | +0.8% | 0.02% | 0.0% |
| Q2 2022 | $1,066,000 | -19.4% | 23,880 | -2.8% | 0.02% | 0.0% |
| Q1 2022 | $1,323,000 | -12.8% | 24,561 | +84.2% | 0.02% | -11.5% |
| Q4 2021 | $1,518,000 | +12.6% | 13,336 | +2.9% | 0.03% | +4.0% |
| Q3 2021 | $1,348,000 | -1.7% | 12,954 | -1.8% | 0.02% | 0.0% |
| Q2 2021 | $1,372,000 | +7.1% | 13,195 | -1.1% | 0.02% | +4.2% |
| Q1 2021 | $1,281,000 | +16.3% | 13,343 | +10.2% | 0.02% | +9.1% |
| Q4 2020 | $1,101,000 | +10.8% | 12,103 | -1.8% | 0.02% | -8.3% |
| Q3 2020 | $994,000 | +12.1% | 12,330 | +3.0% | 0.02% | +9.1% |
| Q2 2020 | $887,000 | +17.0% | 11,969 | -3.3% | 0.02% | -4.3% |
| Q1 2020 | $758,000 | -21.7% | 12,375 | -1.9% | 0.02% | +9.5% |
| Q4 2019 | $968,000 | +5.2% | 12,609 | -2.8% | 0.02% | -4.5% |
| Q3 2019 | $920,000 | -5.6% | 12,977 | -6.6% | 0.02% | -4.3% |
| Q2 2019 | $975,000 | -5.3% | 13,890 | -8.8% | 0.02% | 0.0% |
| Q1 2019 | $1,030,000 | +18.7% | 15,238 | +4.8% | 0.02% | +4.5% |
| Q4 2018 | $868,000 | -23.0% | 14,535 | -10.3% | 0.02% | -4.3% |
| Q3 2018 | $1,127,000 | +3.3% | 16,197 | -3.6% | 0.02% | +4.5% |
| Q2 2018 | $1,091,000 | +0.9% | 16,794 | -2.0% | 0.02% | +4.8% |
| Q1 2018 | $1,081,000 | -9.6% | 17,132 | -8.6% | 0.02% | -8.7% |
| Q4 2017 | $1,196,000 | +1.4% | 18,747 | -4.6% | 0.02% | +4.5% |
| Q3 2017 | $1,180,000 | +4.0% | 19,652 | +0.0% | 0.02% | 0.0% |
| Q2 2017 | $1,135,000 | +2.2% | 19,650 | -0.5% | 0.02% | +4.8% |
| Q1 2017 | $1,111,000 | +10.7% | 19,740 | +4.7% | 0.02% | +5.0% |
| Q4 2016 | $1,004,000 | +7.3% | 18,850 | +3.9% | 0.02% | +5.3% |
| Q3 2016 | $936,000 | +5.8% | 18,135 | +2.0% | 0.02% | 0.0% |
| Q2 2016 | $885,000 | +16.0% | 17,785 | +13.9% | 0.02% | +18.8% |
| Q1 2016 | $763,000 | -5.6% | 15,615 | -6.2% | 0.02% | -5.9% |
| Q4 2015 | $808,000 | +0.7% | 16,640 | -5.0% | 0.02% | -5.6% |
| Q3 2015 | $802,000 | -4.4% | 17,520 | +3.0% | 0.02% | +12.5% |
| Q2 2015 | $839,000 | +10.0% | 17,010 | +10.5% | 0.02% | +14.3% |
| Q1 2015 | $763,000 | +1.5% | 15,395 | +0.4% | 0.01% | -6.7% |
| Q4 2014 | $752,000 | +12.4% | 15,330 | +7.7% | 0.02% | +7.1% |
| Q3 2014 | $669,000 | +200.0% | 14,230 | +198.9% | 0.01% | +250.0% |
| Q2 2014 | $223,000 | +5.7% | 4,760 | +1.1% | 0.00% | 0.0% |
| Q1 2014 | $211,000 | -0.9% | 4,710 | -2.6% | 0.00% | 0.0% |
| Q4 2013 | $213,000 | – | 4,835 | – | 0.00% | – |
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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% |