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 | $3,851,526 | -4.8% | 76,117 | -1.5% | 0.13% | -9.2% |
| Q2 2023 | $4,044,907 | +12.6% | 77,237 | +4.0% | 0.14% | +9.3% |
| Q1 2023 | $3,591,719 | +10.1% | 74,255 | +2.8% | 0.13% | +4.0% |
| Q4 2022 | $3,262,724 | +5.8% | 72,264 | -0.8% | 0.12% | -3.1% |
| Q3 2022 | $3,085,000 | -8.4% | 72,841 | -3.4% | 0.13% | -3.8% |
| Q2 2022 | $3,369,000 | -17.4% | 75,443 | -0.4% | 0.13% | -2.9% |
| Q1 2022 | $4,081,000 | -6.9% | 75,776 | +96.7% | 0.14% | -2.1% |
| Q4 2021 | $4,384,000 | +11.2% | 38,514 | +1.7% | 0.14% | +3.7% |
| Q3 2021 | $3,942,000 | -0.5% | 37,888 | -0.5% | 0.14% | -1.5% |
| Q2 2021 | $3,960,000 | +11.2% | 38,088 | +2.7% | 0.14% | +3.8% |
| Q1 2021 | $3,560,000 | +5.6% | 37,076 | 0.0% | 0.13% | -14.3% |
| Q4 2020 | $3,372,000 | +12.8% | 37,076 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $2,989,000 | +8.2% | 37,076 | -0.5% | 0.16% | +0.6% |
| Q2 2020 | $2,762,000 | +15.7% | 37,279 | -4.3% | 0.15% | -9.4% |
| Q1 2020 | $2,387,000 | -24.2% | 38,967 | -5.0% | 0.17% | -4.5% |
| Q4 2019 | $3,150,000 | +0.2% | 41,013 | -7.4% | 0.18% | -6.3% |
| Q3 2019 | $3,143,000 | -41.5% | 44,313 | -42.1% | 0.19% | -42.2% |
| Q2 2019 | $5,376,000 | +26.8% | 76,586 | +22.1% | 0.33% | +25.1% |
| Q1 2019 | $4,241,000 | +16.8% | 62,728 | +3.1% | 0.26% | +6.9% |
| Q4 2018 | $3,632,000 | -11.5% | 60,834 | +3.1% | 0.25% | +2.5% |
| Q3 2018 | $4,104,000 | -53.4% | 58,997 | -56.4% | 0.24% | -54.2% |
| Q2 2018 | $8,798,000 | +282.7% | 135,376 | +271.4% | 0.52% | +256.5% |
| Q1 2018 | $2,299,000 | -1.0% | 36,453 | +0.1% | 0.15% | +0.7% |
| Q4 2017 | $2,322,000 | +5.5% | 36,412 | -0.6% | 0.15% | -14.1% |
| Q3 2017 | $2,200,000 | -15.7% | 36,635 | -18.9% | 0.17% | -19.8% |
| Q2 2017 | $2,611,000 | +6.1% | 45,197 | +3.4% | 0.21% | +3.9% |
| Q1 2017 | $2,460,000 | +5.8% | 43,719 | +0.1% | 0.20% | -5.6% |
| Q4 2016 | $2,325,000 | +3.1% | 43,668 | -0.1% | 0.22% | +3.8% |
| Q3 2016 | $2,256,000 | +3.1% | 43,713 | -0.6% | 0.21% | -20.3% |
| Q2 2016 | $2,188,000 | +2.8% | 43,957 | +0.9% | 0.26% | -12.1% |
| Q1 2016 | $2,128,000 | +18.4% | 43,572 | +10.9% | 0.30% | +5.7% |
| Q3 2015 | $1,797,000 | -0.2% | 39,275 | +7.6% | 0.28% | +1.1% |
| Q2 2015 | $1,800,000 | +9.2% | 36,495 | +9.7% | 0.28% | +21.4% |
| Q1 2015 | $1,649,000 | -5.0% | 33,257 | -6.0% | 0.23% | -6.9% |
| Q4 2014 | $1,735,000 | +45.9% | 35,372 | +39.8% | 0.25% | +35.2% |
| Q3 2014 | $1,189,000 | -42.1% | 25,295 | -42.3% | 0.18% | -42.4% |
| Q2 2014 | $2,054,000 | +3.5% | 43,855 | -1.2% | 0.32% | +0.3% |
| Q1 2014 | $1,985,000 | +7.8% | 44,405 | +6.3% | 0.32% | +6.1% |
| Q4 2013 | $1,842,000 | +9.6% | 41,785 | 0.0% | 0.30% | -6.9% |
| Q3 2013 | $1,680,000 | -19.9% | 41,785 | -23.9% | 0.32% | -16.5% |
| Q2 2013 | $2,097,000 | – | 54,915 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |