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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -16.1% | 3,970 | +62.2% | 0.02% | -19.0% |
| Q3 2021 | $255,000 | +0.4% | 2,448 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $254,000 | +6.3% | 2,442 | -1.8% | 0.02% | +5.0% |
| Q1 2021 | $239,000 | +5.8% | 2,486 | +0.2% | 0.02% | -9.1% |
| Q4 2020 | $226,000 | -12.4% | 2,481 | -22.5% | 0.02% | -26.7% |
| Q3 2020 | $258,000 | -40.3% | 3,202 | -45.0% | 0.03% | -44.4% |
| Q2 2020 | $432,000 | +96.4% | 5,826 | +62.3% | 0.05% | +63.6% |
| Q1 2020 | $220,000 | -19.7% | 3,590 | +0.4% | 0.03% | -2.9% |
| Q4 2019 | $274,000 | +2.6% | 3,574 | -5.0% | 0.03% | -5.6% |
| Q3 2019 | $267,000 | +29.6% | 3,761 | +18.5% | 0.04% | +9.1% |
| Q2 2018 | $206,000 | +1.5% | 3,174 | -1.3% | 0.03% | 0.0% |
| Q1 2018 | $203,000 | +0.5% | 3,217 | +1.7% | 0.03% | +3.1% |
| Q4 2017 | $202,000 | -51.0% | 3,163 | -53.9% | 0.03% | -54.9% |
| Q3 2017 | $412,000 | +0.2% | 6,856 | -3.7% | 0.07% | -2.7% |
| Q2 2017 | $411,000 | -2.1% | 7,118 | -4.7% | 0.07% | -5.2% |
| Q1 2017 | $420,000 | +6.6% | 7,469 | +1.0% | 0.08% | +2.7% |
| Q4 2016 | $394,000 | -3.2% | 7,392 | -6.3% | 0.08% | -5.1% |
| Q3 2016 | $407,000 | +14.0% | 7,892 | +10.0% | 0.08% | +12.9% |
| Q2 2016 | $357,000 | +34.2% | 7,173 | +31.7% | 0.07% | +29.6% |
| Q1 2016 | $266,000 | – | 5,446 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |