SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,721 | +23.9% | 3,868 | +28.2% | 0.00% | – |
| Q2 2023 | $158,001 | +2374.6% | 3,017 | +2185.6% | 0.00% | – |
| Q1 2023 | $6,385 | -22.7% | 132 | -27.9% | 0.00% | – |
| Q4 2022 | $8,262 | -44.9% | 183 | -47.3% | 0.00% | – |
| Q3 2022 | $15,000 | -25.0% | 347 | -23.4% | 0.00% | – |
| Q2 2022 | $20,000 | -50.0% | 453 | -38.5% | 0.00% | – |
| Q1 2022 | $40,000 | +344.4% | 737 | +832.9% | 0.00% | – |
| Q4 2021 | $9,000 | +28.6% | 79 | +16.2% | 0.00% | – |
| Q3 2021 | $7,000 | -94.6% | 68 | -94.5% | 0.00% | – |
| Q2 2021 | $129,000 | +101.6% | 1,244 | +85.4% | 0.00% | – |
| Q1 2021 | $64,000 | +1500.0% | 671 | +1242.0% | 0.00% | – |
| Q2 2020 | $4,000 | -95.5% | 50 | -96.5% | 0.00% | – |
| Q1 2020 | $89,000 | -61.3% | 1,446 | -51.7% | 0.00% | – |
| Q4 2019 | $230,000 | +103.5% | 2,993 | +87.6% | 0.00% | – |
| Q3 2019 | $113,000 | +0.9% | 1,595 | +0.1% | 0.00% | – |
| Q2 2019 | $112,000 | +4.7% | 1,593 | +1.1% | 0.00% | – |
| Q1 2019 | $107,000 | +109.8% | 1,576 | +85.6% | 0.00% | – |
| Q4 2018 | $51,000 | -34.6% | 849 | -24.0% | 0.00% | – |
| Q3 2018 | $78,000 | +13.0% | 1,117 | +4.7% | 0.00% | – |
| Q2 2018 | $69,000 | -10.4% | 1,067 | -12.8% | 0.00% | – |
| Q1 2018 | $77,000 | -9.4% | 1,223 | -8.0% | 0.00% | – |
| Q4 2017 | $85,000 | +60.4% | 1,330 | +49.9% | 0.00% | – |
| Q3 2017 | $53,000 | -32.1% | 887 | -34.4% | 0.00% | – |
| Q2 2017 | $78,000 | +609.1% | 1,353 | +576.5% | 0.00% | – |
| Q1 2017 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2016 | $11,000 | -26.7% | 200 | -33.3% | 0.00% | – |
| Q3 2016 | $15,000 | -50.0% | 300 | -50.0% | 0.00% | – |
| Q2 2016 | $30,000 | -49.2% | 600 | -50.0% | 0.00% | – |
| Q1 2016 | $59,000 | +1.7% | 1,200 | 0.0% | 0.00% | – |
| Q4 2015 | $58,000 | +1350.0% | 1,200 | +1279.3% | 0.00% | – |
| Q1 2015 | $4,000 | -60.0% | 87 | -60.3% | 0.00% | – |
| Q3 2014 | $10,000 | -99.6% | 219 | -99.6% | 0.00% | -100.0% |
| Q2 2014 | $2,342,000 | +4.7% | 50,005 | -0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,237,000 | +1.5% | 50,021 | +0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,204,000 | +9.6% | 50,005 | +0.0% | 0.00% | 0.0% |
| Q3 2013 | $2,011,000 | – | 50,000 | – | 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% |