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 | $4,386,362 | -1.6% | 86,687 | +1.9% | 0.21% | +3.9% |
| Q2 2023 | $4,457,158 | +7.0% | 85,109 | -1.2% | 0.21% | -1.4% |
| Q1 2023 | $4,166,156 | +7.2% | 86,131 | +0.1% | 0.21% | +3.5% |
| Q4 2022 | $3,885,654 | +6.3% | 86,061 | -0.3% | 0.20% | +0.5% |
| Q3 2022 | $3,654,000 | -13.0% | 86,285 | -8.3% | 0.20% | -7.8% |
| Q2 2022 | $4,201,000 | -15.9% | 94,072 | +1.4% | 0.22% | +1.9% |
| Q1 2022 | $4,998,000 | -0.6% | 92,808 | +110.2% | 0.21% | +5.9% |
| Q4 2021 | $5,026,000 | +10.1% | 44,157 | +0.7% | 0.20% | +3.6% |
| Q3 2021 | $4,563,000 | -0.2% | 43,862 | -0.3% | 0.20% | +3.2% |
| Q2 2021 | $4,574,000 | +7.5% | 43,995 | -0.7% | 0.19% | -1.6% |
| Q1 2021 | $4,256,000 | +5.4% | 44,321 | -0.2% | 0.19% | +4.9% |
| Q4 2020 | $4,038,000 | +8.9% | 44,402 | -3.4% | 0.18% | -1.1% |
| Q3 2020 | $3,708,000 | -0.3% | 45,984 | -8.4% | 0.18% | -8.9% |
| Q2 2020 | $3,719,000 | +3.9% | 50,186 | -14.2% | 0.20% | -12.9% |
| Q1 2020 | $3,581,000 | +6.8% | 58,460 | +33.9% | 0.23% | +37.9% |
| Q4 2019 | $3,353,000 | +10.3% | 43,655 | +1.8% | 0.17% | +5.6% |
| Q3 2019 | $3,040,000 | +0.9% | 42,865 | -0.2% | 0.16% | +2.6% |
| Q2 2019 | $3,014,000 | +8.5% | 42,940 | +4.5% | 0.16% | +4.7% |
| Q1 2019 | $2,778,000 | +13.2% | 41,085 | -0.1% | 0.15% | +43.3% |
| Q4 2018 | $2,455,000 | -8.7% | 41,117 | +6.4% | 0.10% | +8.3% |
| Q3 2018 | $2,689,000 | +14.5% | 38,655 | +7.0% | 0.10% | +7.9% |
| Q2 2018 | $2,348,000 | +6.6% | 36,135 | +3.5% | 0.09% | +6.0% |
| Q1 2018 | $2,202,000 | +8.0% | 34,901 | +9.2% | 0.08% | +12.0% |
| Q4 2017 | $2,038,000 | +20.6% | 31,951 | +13.5% | 0.08% | +15.4% |
| Q3 2017 | $1,690,000 | +4.9% | 28,142 | +0.9% | 0.06% | +3.2% |
| Q2 2017 | $1,611,000 | +16.5% | 27,882 | +13.4% | 0.06% | +12.5% |
| Q1 2017 | $1,383,000 | +23.0% | 24,577 | +16.5% | 0.06% | +14.3% |
| Q4 2016 | $1,124,000 | +21.4% | 21,105 | +17.6% | 0.05% | +14.0% |
| Q3 2016 | $926,000 | +2.2% | 17,944 | -1.5% | 0.04% | +2.4% |
| Q2 2016 | $906,000 | -3.3% | 18,213 | -5.0% | 0.04% | -10.6% |
| Q1 2016 | $937,000 | – | 19,180 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |