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 | $3,143,576 | -16.7% | 62,126 | -13.7% | 0.75% | -13.3% |
| Q2 2023 | $3,771,845 | -2.2% | 72,023 | -9.7% | 0.86% | -9.8% |
| Q1 2023 | $3,856,056 | +17.8% | 79,720 | +9.9% | 0.96% | +5.5% |
| Q4 2022 | $3,274,504 | +5.2% | 72,525 | -1.3% | 0.91% | +2.5% |
| Q3 2022 | $3,113,000 | -5.5% | 73,496 | -0.4% | 0.88% | -4.2% |
| Q2 2022 | $3,295,000 | -13.2% | 73,782 | +4.6% | 0.92% | +8.6% |
| Q1 2022 | $3,798,000 | -5.6% | 70,530 | +99.4% | 0.85% | +4.3% |
| Q4 2021 | $4,025,000 | +12.2% | 35,367 | +2.6% | 0.82% | +1.5% |
| Q3 2021 | $3,586,000 | -3.8% | 34,472 | -3.9% | 0.80% | -1.8% |
| Q2 2021 | $3,729,000 | +8.3% | 35,864 | +0.0% | 0.82% | -2.6% |
| Q1 2021 | $3,444,000 | -5.7% | 35,863 | -10.7% | 0.84% | -8.3% |
| Q4 2020 | $3,651,000 | +15.7% | 40,147 | +2.6% | 0.92% | 0.0% |
| Q3 2020 | $3,155,000 | -20.6% | 39,134 | -27.1% | 0.92% | -28.4% |
| Q2 2020 | $3,976,000 | +20.6% | 53,651 | -0.4% | 1.28% | -0.5% |
| Q1 2020 | $3,298,000 | -23.3% | 53,845 | -3.8% | 1.29% | -5.9% |
| Q4 2019 | $4,301,000 | +13.6% | 55,993 | +4.9% | 1.37% | +6.8% |
| Q3 2019 | $3,787,000 | +20.1% | 53,385 | +18.9% | 1.28% | +21.1% |
| Q2 2019 | $3,152,000 | +2.1% | 44,901 | -1.6% | 1.06% | -3.1% |
| Q1 2019 | $3,086,000 | 0.0% | 45,649 | -11.7% | 1.09% | -16.3% |
| Q4 2018 | $3,086,000 | -15.7% | 51,694 | -1.8% | 1.30% | +9.7% |
| Q3 2018 | $3,662,000 | +4.6% | 52,642 | -2.3% | 1.19% | -5.9% |
| Q2 2018 | $3,501,000 | +5.4% | 53,866 | +2.3% | 1.26% | +5.3% |
| Q1 2018 | $3,322,000 | -14.1% | 52,665 | -13.1% | 1.20% | -11.9% |
| Q4 2017 | $3,868,000 | -21.9% | 60,639 | -26.5% | 1.36% | -24.6% |
| Q3 2017 | $4,954,000 | +20.5% | 82,517 | +16.0% | 1.81% | +14.9% |
| Q2 2017 | $4,111,000 | +6.6% | 71,165 | +3.9% | 1.57% | +9.6% |
| Q1 2017 | $3,855,000 | +152.3% | 68,515 | +138.7% | 1.43% | +147.2% |
| Q4 2016 | $1,528,000 | +342.9% | 28,698 | +329.2% | 0.58% | +349.6% |
| Q3 2016 | $345,000 | – | 6,687 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |