SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 975 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,607,177 | -2.0% | 91,051 | +1.4% | 0.71% | +4.7% |
| Q2 2023 | $4,700,352 | +14.5% | 89,753 | +5.7% | 0.68% | +8.0% |
| Q1 2023 | $4,106,422 | +6.1% | 84,896 | -0.9% | 0.63% | -5.6% |
| Q4 2022 | $3,869,771 | +7.1% | 85,709 | +0.5% | 0.66% | +1.5% |
| Q3 2022 | $3,613,000 | -7.9% | 85,302 | -2.9% | 0.66% | -4.2% |
| Q2 2022 | $3,925,000 | -30.8% | 87,886 | +76.2% | 0.68% | -4.7% |
| Q1 2022 | $5,676,000 | 0.0% | 49,870 | 0.0% | 0.72% | +0.3% |
| Q4 2021 | $5,676,000 | +9.2% | 49,870 | -0.2% | 0.72% | +1.7% |
| Q3 2021 | $5,199,000 | +0.2% | 49,980 | +0.1% | 0.70% | -0.4% |
| Q2 2021 | $5,191,000 | +9.5% | 49,927 | +1.1% | 0.71% | -3.4% |
| Q1 2021 | $4,740,000 | +7.2% | 49,361 | +1.5% | 0.73% | +7.3% |
| Q4 2020 | $4,421,000 | +19.1% | 48,613 | +5.6% | 0.68% | -0.3% |
| Q3 2020 | $3,711,000 | +5.9% | 46,030 | -2.6% | 0.68% | -7.1% |
| Q2 2020 | $3,503,000 | +18.9% | 47,272 | -1.7% | 0.74% | -27.4% |
| Q1 2020 | $2,945,000 | -20.9% | 48,075 | -0.9% | 1.01% | -3.9% |
| Q4 2019 | $3,725,000 | +3.6% | 48,502 | -4.3% | 1.06% | -5.0% |
| Q3 2019 | $3,595,000 | +4.2% | 50,678 | +3.1% | 1.11% | +1.0% |
| Q2 2019 | $3,449,000 | +10.3% | 49,137 | +6.2% | 1.10% | -2.3% |
| Q1 2019 | $3,127,000 | +16.2% | 46,247 | +2.6% | 1.13% | +0.1% |
| Q4 2018 | $2,691,000 | -12.9% | 45,088 | +1.5% | 1.12% | +1.2% |
| Q3 2018 | $3,090,000 | +6.8% | 44,425 | -0.2% | 1.11% | -1.7% |
| Q2 2018 | $2,893,000 | +6.5% | 44,517 | +3.4% | 1.13% | -0.5% |
| Q1 2018 | $2,717,000 | +5.3% | 43,072 | +6.4% | 1.14% | +48.0% |
| Q4 2017 | $2,580,000 | +10.1% | 40,463 | +3.7% | 0.77% | +2.4% |
| Q3 2017 | $2,343,000 | +4.5% | 39,031 | +0.6% | 0.75% | +1.5% |
| Q2 2017 | $2,242,000 | +14.0% | 38,808 | +11.1% | 0.74% | +10.0% |
| Q1 2017 | $1,966,000 | +16.9% | 34,946 | +10.6% | 0.67% | +6.8% |
| Q4 2016 | $1,682,000 | +23.2% | 31,595 | +19.5% | 0.63% | +21.2% |
| Q3 2016 | $1,365,000 | +26.4% | 26,436 | +21.8% | 0.52% | +24.5% |
| Q2 2016 | $1,080,000 | +53.8% | 21,705 | +51.0% | 0.42% | +35.0% |
| Q1 2016 | $702,000 | – | 14,372 | – | 0.31% | – |
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% |