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 | $15,560,006 | -0.5% | 307,510 | +3.0% | 0.59% | +4.4% |
| Q2 2023 | $15,642,134 | +11.0% | 298,685 | +2.6% | 0.57% | +0.7% |
| Q1 2023 | $14,085,828 | +8.2% | 291,210 | +1.0% | 0.56% | +1.3% |
| Q4 2022 | $13,023,518 | +11.0% | 288,450 | +4.1% | 0.56% | +4.3% |
| Q3 2022 | $11,729,000 | -2.1% | 276,962 | +3.2% | 0.53% | -2.2% |
| Q2 2022 | $11,983,000 | -11.9% | 268,317 | +6.2% | 0.55% | +2.4% |
| Q1 2022 | $13,601,000 | -3.5% | 252,566 | +104.0% | 0.53% | +8.6% |
| Q4 2021 | $14,093,000 | +11.0% | 123,818 | +1.4% | 0.49% | -29.1% |
| Q3 2021 | $12,698,000 | +5.7% | 122,057 | +5.6% | 0.69% | +4.7% |
| Q2 2021 | $12,018,000 | +14.9% | 115,593 | +6.1% | 0.66% | +3.4% |
| Q1 2021 | $10,460,000 | +14.1% | 108,923 | +8.1% | 0.64% | +6.0% |
| Q4 2020 | $9,168,000 | +15.6% | 100,798 | +2.5% | 0.60% | -0.3% |
| Q3 2020 | $7,933,000 | +3.0% | 98,384 | -5.3% | 0.61% | -7.3% |
| Q2 2020 | $7,702,000 | +20.7% | 103,938 | -0.2% | 0.65% | -0.9% |
| Q1 2020 | $6,379,000 | -19.6% | 104,147 | +0.9% | 0.66% | +0.6% |
| Q4 2019 | $7,930,000 | +9.4% | 103,244 | +1.0% | 0.66% | -1.8% |
| Q3 2019 | $7,249,000 | +2.2% | 102,201 | +1.2% | 0.67% | +2.1% |
| Q2 2019 | $7,091,000 | +40.4% | 101,030 | +12.1% | 0.65% | +21.1% |
| Q1 2017 | $5,049,000 | +8.7% | 90,153 | +3.4% | 0.54% | +1.3% |
| Q4 2016 | $4,645,000 | -89.8% | 87,206 | -1.4% | 0.53% | -10.6% |
| Q3 2016 | $45,648,000 | +953.0% | 88,431 | +1.5% | 0.60% | +14.6% |
| Q2 2016 | $4,335,000 | +6.4% | 87,094 | +4.4% | 0.52% | +3.2% |
| Q1 2016 | $4,076,000 | +6.8% | 83,459 | +6.3% | 0.50% | +4.6% |
| Q4 2015 | $3,815,000 | +19.8% | 78,549 | +11.9% | 0.48% | +15.9% |
| Q3 2015 | $3,184,000 | +2.3% | 70,204 | +11.2% | 0.42% | +10.1% |
| Q2 2015 | $3,113,000 | +3.6% | 63,126 | +4.1% | 0.38% | +5.3% |
| Q1 2015 | $3,006,000 | +14.8% | 60,636 | +13.5% | 0.36% | +15.1% |
| Q4 2014 | $2,619,000 | +10.0% | 53,401 | +5.4% | 0.31% | +9.1% |
| Q3 2014 | $2,381,000 | +5.9% | 50,666 | +5.5% | 0.29% | +4.8% |
| Q2 2014 | $2,249,000 | +5.1% | 48,031 | +0.4% | 0.27% | +3.0% |
| Q1 2014 | $2,139,000 | +5.7% | 47,831 | +4.2% | 0.26% | +0.4% |
| Q4 2013 | $2,024,000 | +32.7% | 45,911 | +21.0% | 0.26% | +24.5% |
| Q3 2013 | $1,525,000 | +14.5% | 37,931 | +8.7% | 0.21% | +9.8% |
| Q2 2013 | $1,332,000 | – | 34,881 | – | 0.19% | – |
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% |