SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $313,000 | -5.2% | 7,384 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $330,000 | -17.1% | 7,384 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $398,000 | -28.5% | 7,384 | +50.9% | 0.05% | -22.2% |
| Q4 2021 | $557,000 | +7.3% | 4,894 | -2.0% | 0.06% | -1.6% |
| Q3 2021 | $519,000 | 0.0% | 4,994 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $519,000 | +7.9% | 4,994 | -0.4% | 0.06% | -7.1% |
| Q1 2021 | $481,000 | -25.8% | 5,013 | -29.7% | 0.07% | -30.7% |
| Q4 2020 | $648,000 | +12.7% | 7,130 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $575,000 | +8.9% | 7,130 | 0.0% | 0.10% | +3.0% |
| Q2 2020 | $528,000 | +6.0% | 7,130 | -12.3% | 0.10% | -10.0% |
| Q1 2020 | $498,000 | -20.2% | 8,130 | 0.0% | 0.11% | +2.8% |
| Q4 2019 | $624,000 | +8.1% | 8,130 | 0.0% | 0.11% | -0.9% |
| Q3 2019 | $577,000 | +1.1% | 8,130 | 0.0% | 0.11% | +1.9% |
| Q2 2019 | $571,000 | +0.7% | 8,130 | -3.0% | 0.11% | -2.8% |
| Q1 2019 | $567,000 | +0.2% | 8,380 | -11.6% | 0.11% | -8.4% |
| Q4 2018 | $566,000 | -34.1% | 9,480 | -23.2% | 0.12% | -20.1% |
| Q3 2018 | $859,000 | -1.3% | 12,350 | -7.7% | 0.15% | -11.3% |
| Q2 2018 | $870,000 | +3.8% | 13,380 | +0.7% | 0.17% | 0.0% |
| Q1 2018 | $838,000 | -4.3% | 13,292 | -3.3% | 0.17% | -1.8% |
| Q4 2017 | $876,000 | +6.2% | 13,742 | 0.0% | 0.17% | +1.8% |
| Q3 2017 | $825,000 | +12.7% | 13,742 | +8.5% | 0.17% | +12.0% |
| Q2 2017 | $732,000 | +3.5% | 12,667 | +0.8% | 0.15% | +1.4% |
| Q1 2017 | $707,000 | -1.1% | 12,567 | -9.2% | 0.15% | -7.5% |
| Q4 2016 | $715,000 | 0.0% | 13,842 | 0.0% | 0.16% | 0.0% |
| Q3 2016 | $715,000 | +19.6% | 13,842 | +15.1% | 0.16% | +16.8% |
| Q2 2016 | $598,000 | -8.8% | 12,025 | -10.4% | 0.14% | -9.9% |
| Q1 2016 | $656,000 | -7.9% | 13,425 | -8.4% | 0.15% | -6.2% |
| Q4 2015 | $712,000 | +8.0% | 14,650 | +1.7% | 0.16% | +2.5% |
| Q3 2015 | $659,000 | -15.4% | 14,400 | -8.8% | 0.16% | -13.7% |
| Q2 2015 | $779,000 | -13.8% | 15,795 | -13.4% | 0.18% | -16.4% |
| Q1 2015 | $904,000 | +4.5% | 18,245 | +3.4% | 0.22% | -7.2% |
| Q4 2014 | $865,000 | +31.3% | 17,645 | +25.9% | 0.24% | +29.7% |
| Q3 2014 | $659,000 | +2.5% | 14,018 | +2.2% | 0.18% | +3.4% |
| Q2 2014 | $643,000 | -21.9% | 13,720 | -25.4% | 0.18% | -26.7% |
| Q1 2014 | $823,000 | -27.4% | 18,400 | -28.4% | 0.24% | -25.7% |
| Q4 2013 | $1,133,000 | +44.5% | 25,700 | +31.8% | 0.32% | +31.3% |
| Q3 2013 | $784,000 | +10.9% | 19,500 | +5.4% | 0.25% | +11.8% |
| Q2 2013 | $707,000 | – | 18,500 | – | 0.22% | – |
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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% |