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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,873,000 | -37.8% | 86,743 | -43.2% | 2.10% | -20.5% |
| Q3 2021 | $15,873,000 | +0.1% | 152,583 | 0.0% | 2.64% | -0.9% |
| Q2 2021 | $15,864,000 | -7.6% | 152,583 | -14.6% | 2.67% | -14.8% |
| Q1 2021 | $17,166,000 | +5.6% | 178,755 | 0.0% | 3.13% | +1.3% |
| Q4 2020 | $16,258,000 | +12.8% | 178,755 | 0.0% | 3.09% | -1.1% |
| Q3 2020 | $14,413,000 | -18.4% | 178,755 | -25.0% | 3.13% | -16.6% |
| Q2 2020 | $17,663,000 | +7.1% | 238,368 | 0.0% | 3.75% | 0.0% |
| Q1 2020 | $16,493,000 | -9.9% | 238,368 | 0.0% | 3.75% | +26.1% |
| Q4 2019 | $18,309,000 | +8.3% | 238,368 | 0.0% | 2.97% | +20.6% |
| Q3 2019 | $16,907,000 | +1.1% | 238,368 | 0.0% | 2.47% | +0.2% |
| Q2 2019 | $16,731,000 | +3.8% | 238,368 | 0.0% | 2.46% | +1.1% |
| Q1 2019 | $16,116,000 | +13.2% | 238,368 | 0.0% | 2.44% | -26.1% |
| Q4 2018 | $14,231,000 | -14.2% | 238,368 | 0.0% | 3.30% | +9.7% |
| Q3 2018 | $16,581,000 | +7.0% | 238,368 | 0.0% | 3.00% | -56.9% |
| Q2 2018 | $15,492,000 | +3.0% | 238,368 | 0.0% | 6.97% | +14.7% |
| Q1 2018 | $15,036,000 | -1.1% | 238,368 | 0.0% | 6.08% | -9.1% |
| Q4 2017 | $15,203,000 | +6.2% | 238,368 | 0.0% | 6.68% | -0.5% |
| Q3 2017 | $14,312,000 | +3.9% | 238,368 | -0.1% | 6.72% | +0.4% |
| Q2 2017 | $13,780,000 | +2.7% | 238,532 | 0.0% | 6.69% | -2.0% |
| Q1 2017 | $13,422,000 | +31.1% | 238,532 | +24.1% | 6.83% | +14.4% |
| Q4 2016 | $10,241,000 | – | 192,280 | – | 5.97% | – |
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% |