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 | $539 | -3.4% | 10,654 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $558 | +165.7% | 10,654 | +145.5% | 0.02% | +157.1% |
| Q1 2023 | $210 | -99.9% | 4,340 | -25.9% | 0.01% | -41.7% |
| Q3 2022 | $248,000 | -4.6% | 5,860 | +1.0% | 0.01% | -7.7% |
| Q2 2022 | $260,000 | -16.7% | 5,801 | +0.2% | 0.01% | -7.1% |
| Q1 2022 | $312,000 | -21.2% | 5,788 | +66.3% | 0.01% | -22.2% |
| Q4 2021 | $396,000 | +16.1% | 3,481 | +6.1% | 0.02% | +5.9% |
| Q3 2021 | $341,000 | +18.0% | 3,282 | +18.1% | 0.02% | +30.8% |
| Q2 2021 | $289,000 | +6.6% | 2,780 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $271,000 | +26.6% | 2,824 | +1.3% | 0.01% | 0.0% |
| Q4 2019 | $214,000 | +1.9% | 2,788 | -5.5% | 0.01% | -7.1% |
| Q3 2019 | $210,000 | -7.5% | 2,951 | -9.0% | 0.01% | -6.7% |
| Q2 2019 | $227,000 | -11.0% | 3,243 | -13.7% | 0.02% | -21.1% |
| Q1 2019 | $255,000 | -12.1% | 3,759 | -22.7% | 0.02% | -26.9% |
| Q4 2018 | $290,000 | -48.8% | 4,864 | -40.2% | 0.03% | -49.0% |
| Q3 2018 | $566,000 | -35.5% | 8,135 | -39.7% | 0.05% | -38.6% |
| Q2 2018 | $877,000 | -78.6% | 13,497 | -79.3% | 0.08% | -80.0% |
| Q1 2018 | $4,103,000 | +2.7% | 65,046 | +3.9% | 0.42% | +1.7% |
| Q4 2017 | $3,995,000 | +9.9% | 62,632 | +3.4% | 0.41% | +0.7% |
| Q3 2017 | $3,635,000 | +6.3% | 60,546 | +2.3% | 0.40% | -0.2% |
| Q2 2017 | $3,420,000 | +14.2% | 59,205 | +11.2% | 0.41% | +8.6% |
| Q1 2017 | $2,995,000 | +15.4% | 53,226 | +9.2% | 0.37% | +3.9% |
| Q4 2016 | $2,596,000 | -4.8% | 48,751 | -7.7% | 0.36% | -9.8% |
| Q3 2016 | $2,727,000 | +4.8% | 52,830 | +1.0% | 0.40% | -4.1% |
| Q2 2016 | $2,603,000 | +6.6% | 52,291 | +4.6% | 0.42% | +4.0% |
| Q1 2016 | $2,441,000 | +7.1% | 49,987 | +6.5% | 0.40% | +1.8% |
| Q4 2015 | $2,279,000 | +16.4% | 46,930 | +9.7% | 0.39% | -3.7% |
| Q3 2015 | $1,958,000 | +2.9% | 42,795 | +11.0% | 0.41% | -4.0% |
| Q2 2015 | $1,902,000 | +3.7% | 38,567 | +4.2% | 0.42% | -12.2% |
| Q1 2015 | $1,835,000 | +22.7% | 37,028 | +21.5% | 0.48% | -2.6% |
| Q4 2014 | $1,495,000 | +13.3% | 30,479 | +8.6% | 0.50% | +5.5% |
| Q3 2014 | $1,319,000 | +22.2% | 28,069 | +21.8% | 0.47% | +24.3% |
| Q2 2014 | $1,079,000 | +26.6% | 23,038 | +20.9% | 0.38% | +13.5% |
| Q1 2014 | $852,000 | +130.9% | 19,050 | +127.8% | 0.33% | +82.5% |
| Q4 2013 | $369,000 | – | 8,362 | – | 0.18% | – |
Download | ||||||
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% |