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 | $994,391 | -8.6% | 19,652 | -5.4% | 0.02% | -7.7% |
| Q2 2023 | $1,088,353 | +8.1% | 20,782 | -0.2% | 0.03% | +4.0% |
| Q1 2023 | $1,007,160 | +107044.7% | 20,822 | -0.0% | 0.02% | +4.2% |
| Q4 2022 | $940 | -99.9% | 20,823 | -2.5% | 0.02% | -31.4% |
| Q3 2022 | $905,000 | -6.0% | 21,358 | -0.9% | 0.04% | -2.8% |
| Q2 2022 | $963,000 | -18.1% | 21,558 | -1.3% | 0.04% | -2.7% |
| Q1 2022 | $1,176,000 | +89.7% | 21,838 | +300.8% | 0.04% | +105.6% |
| Q4 2021 | $620,000 | +9.3% | 5,448 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $567,000 | +52.4% | 5,448 | +52.1% | 0.02% | +50.0% |
| Q2 2021 | $372,000 | -38.8% | 3,581 | -43.5% | 0.01% | -42.9% |
| Q1 2021 | $608,000 | +5.6% | 6,336 | 0.0% | 0.02% | +50.0% |
| Q4 2020 | $576,000 | +12.7% | 6,336 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $511,000 | +9.0% | 6,336 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $469,000 | +20.9% | 6,331 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $388,000 | -20.2% | 6,331 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $486,000 | +8.2% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $449,000 | +1.1% | 6,331 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $444,000 | +3.7% | 6,331 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $428,000 | +13.2% | 6,331 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $378,000 | -14.1% | 6,331 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $440,000 | +7.1% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $411,000 | +3.0% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $399,000 | -1.2% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $404,000 | +6.3% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $380,000 | +3.8% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $366,000 | +2.8% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $356,000 | +5.6% | 6,331 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $337,000 | – | 6,331 | – | 0.01% | – |
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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% |