SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,005 | -5.1% | 21,759 | -1.8% | 0.04% | 0.0% |
| Q2 2023 | $1,160,624 | +13.3% | 22,162 | +4.6% | 0.04% | +5.6% |
| Q1 2023 | $1,024,428 | +9.2% | 21,179 | +1.9% | 0.04% | 0.0% |
| Q4 2022 | $938,352 | +9.6% | 20,783 | +2.8% | 0.04% | -2.7% |
| Q3 2022 | $856,000 | -5.3% | 20,215 | -0.1% | 0.04% | -2.6% |
| Q2 2022 | $904,000 | +54.5% | 20,243 | +71.2% | 0.04% | +65.2% |
| Q1 2022 | $585,000 | -48.4% | 11,823 | +18.8% | 0.02% | -41.0% |
| Q4 2021 | $1,133,000 | +9.2% | 9,955 | -0.2% | 0.04% | -4.9% |
| Q3 2021 | $1,038,000 | -2.0% | 9,976 | -2.1% | 0.04% | -2.4% |
| Q2 2021 | $1,059,000 | +8.0% | 10,187 | -0.3% | 0.04% | 0.0% |
| Q1 2021 | $981,000 | -3.0% | 10,215 | -8.1% | 0.04% | -12.5% |
| Q4 2020 | $1,011,000 | +15.3% | 11,114 | +2.2% | 0.05% | 0.0% |
| Q3 2020 | $877,000 | +10.2% | 10,877 | +1.3% | 0.05% | 0.0% |
| Q2 2020 | $796,000 | +24.6% | 10,738 | +3.1% | 0.05% | +2.1% |
| Q1 2020 | $639,000 | -21.3% | 10,416 | -1.4% | 0.05% | -2.1% |
| Q4 2019 | $812,000 | +10.5% | 10,567 | +2.0% | 0.05% | +4.3% |
| Q3 2019 | $735,000 | +5.3% | 10,359 | +4.2% | 0.05% | +2.2% |
| Q2 2019 | $698,000 | +11.5% | 9,941 | +7.3% | 0.04% | +12.5% |
| Q1 2019 | $626,000 | +13.0% | 9,264 | -0.2% | 0.04% | +5.3% |
| Q4 2018 | $554,000 | +91.7% | 9,282 | +123.8% | 0.04% | +111.1% |
| Q3 2018 | $289,000 | +9.9% | 4,148 | +2.5% | 0.02% | -14.3% |
| Q2 2018 | $263,000 | +9.6% | 4,045 | +6.3% | 0.02% | +10.5% |
| Q1 2018 | $240,000 | 0.0% | 3,807 | -22.9% | 0.02% | -20.8% |
| Q4 2015 | $240,000 | +6.2% | 4,940 | 0.0% | 0.02% | -25.0% |
| Q3 2015 | $226,000 | -10.0% | 4,940 | -2.8% | 0.03% | +28.0% |
| Q2 2015 | $251,000 | -0.8% | 5,080 | -0.5% | 0.02% | 0.0% |
| Q1 2015 | $253,000 | -76.3% | 5,105 | -76.5% | 0.02% | -77.1% |
| Q4 2014 | $1,066,000 | -15.0% | 21,740 | -18.6% | 0.11% | -20.4% |
| Q3 2014 | $1,254,000 | +33.0% | 26,695 | +32.6% | 0.14% | +35.6% |
| Q2 2014 | $943,000 | -10.4% | 20,135 | -14.5% | 0.10% | -15.1% |
| Q1 2014 | $1,053,000 | -28.3% | 23,545 | -29.3% | 0.12% | -31.6% |
| Q4 2013 | $1,468,000 | -6.0% | 33,310 | -14.2% | 0.17% | -16.3% |
| Q3 2013 | $1,561,000 | -21.0% | 38,820 | -25.0% | 0.21% | -31.4% |
| Q2 2013 | $1,976,000 | – | 51,750 | – | 0.30% | – |
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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% |