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 | $3,481,178 | -29.8% | 68,798 | -27.3% | 0.00% | 0.0% |
| Q2 2023 | $4,956,611 | +178.6% | 94,646 | +157.3% | 0.00% | – |
| Q1 2023 | $1,779,339 | -38.0% | 36,786 | -42.1% | 0.00% | -100.0% |
| Q4 2022 | $2,868,478 | +54.1% | 63,532 | +44.5% | 0.00% | – |
| Q3 2022 | $1,862,000 | -33.6% | 43,978 | -29.9% | 0.00% | -100.0% |
| Q2 2022 | $2,803,000 | -82.8% | 62,769 | -79.2% | 0.00% | -66.7% |
| Q1 2022 | $16,252,000 | +8.0% | 301,797 | +128.3% | 0.00% | 0.0% |
| Q4 2021 | $15,048,000 | +29.4% | 132,210 | +18.3% | 0.00% | +50.0% |
| Q3 2021 | $11,631,000 | -17.1% | 111,802 | -17.2% | 0.00% | -33.3% |
| Q2 2021 | $14,035,000 | +732.9% | 134,992 | +669.4% | 0.00% | – |
| Q1 2021 | $1,685,000 | +112.8% | 17,544 | +101.6% | 0.00% | – |
| Q4 2020 | $792,000 | -51.4% | 8,704 | -56.9% | 0.00% | – |
| Q3 2020 | $1,628,000 | +190.7% | 20,185 | +166.9% | 0.00% | – |
| Q2 2020 | $560,000 | -62.4% | 7,562 | -68.9% | 0.00% | -100.0% |
| Q1 2020 | $1,490,000 | +9.4% | 24,329 | +37.2% | 0.00% | – |
| Q4 2019 | $1,362,000 | -29.3% | 17,734 | -34.7% | 0.00% | -100.0% |
| Q3 2019 | $1,926,000 | -63.4% | 27,151 | -63.7% | 0.00% | -50.0% |
| Q2 2019 | $5,256,000 | +428.2% | 74,882 | +374.8% | 0.00% | – |
| Q1 2018 | $995,000 | -64.9% | 15,770 | -67.8% | 0.00% | -100.0% |
| Q2 2017 | $2,831,000 | +25.5% | 49,010 | +22.3% | 0.00% | 0.0% |
| Q1 2017 | $2,255,000 | +5.6% | 40,082 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,135,000 | -5.5% | 40,082 | -8.5% | 0.00% | 0.0% |
| Q3 2016 | $2,260,000 | -67.6% | 43,791 | -68.7% | 0.00% | -50.0% |
| Q2 2016 | $6,972,000 | -0.6% | 140,082 | -2.5% | 0.00% | 0.0% |
| Q1 2016 | $7,016,000 | -0.8% | 143,662 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $7,070,000 | +7.0% | 145,570 | +0.8% | 0.00% | 0.0% |
| Q3 2015 | $6,609,000 | -49.1% | 144,427 | -45.1% | 0.00% | -50.0% |
| Q2 2015 | $12,980,000 | -0.1% | 263,242 | +0.5% | 0.00% | 0.0% |
| Q1 2015 | $12,987,000 | +0.5% | 261,999 | -0.5% | 0.00% | 0.0% |
| Q4 2014 | $12,921,000 | +14.4% | 263,433 | +9.6% | 0.00% | 0.0% |
| Q3 2014 | $11,290,000 | -1.3% | 240,266 | -1.7% | 0.00% | 0.0% |
| Q2 2014 | $11,443,000 | -41.0% | 244,354 | -43.7% | 0.00% | -33.3% |
| Q1 2014 | $19,398,000 | +86.3% | 433,860 | +83.7% | 0.01% | +100.0% |
| Q4 2013 | $10,412,000 | -45.2% | 236,211 | -50.1% | 0.00% | -57.1% |
| Q3 2013 | $19,017,000 | +569.1% | 472,949 | +535.5% | 0.01% | +600.0% |
| Q2 2013 | $2,842,000 | +802.2% | 74,425 | +706.5% | 0.00% | – |
| Q3 2012 | $315,000 | -9.2% | 9,228 | -14.0% | 0.00% | – |
| Q2 2012 | $347,000 | +15.3% | 10,728 | +19.5% | 0.00% | – |
| Q1 2012 | $301,000 | – | 8,977 | – | 0.00% | – |
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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% |