SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,201,249 | +3.5% | 18,697 | 0.0% | 0.06% | +9.6% |
| Q1 2024 | $1,160,304 | +9.7% | 18,697 | -0.3% | 0.05% | +4.0% |
| Q4 2023 | $1,057,863 | +11.2% | 18,756 | -0.2% | 0.05% | +16.3% |
| Q3 2023 | $951,097 | -4.9% | 18,796 | -1.6% | 0.04% | -8.5% |
| Q2 2023 | $1,000,075 | +1.6% | 19,096 | -6.1% | 0.05% | -6.0% |
| Q1 2023 | $984,149 | +6.9% | 20,346 | -0.2% | 0.05% | -3.8% |
| Q4 2022 | $920,212 | +6.5% | 20,381 | -0.1% | 0.05% | -5.5% |
| Q3 2022 | $864,000 | -5.2% | 20,408 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $911,000 | +10.6% | 20,408 | +33.3% | 0.06% | +31.1% |
| Q1 2022 | $824,000 | -5.4% | 15,308 | +100.0% | 0.04% | +2.3% |
| Q4 2021 | $871,000 | +9.4% | 7,654 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $796,000 | +8.6% | 7,654 | +8.5% | 0.04% | +7.1% |
| Q2 2021 | $733,000 | +8.3% | 7,054 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $677,000 | +5.5% | 7,054 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $642,000 | +12.8% | 7,054 | 0.0% | 0.04% | -2.3% |
| Q3 2020 | $569,000 | +8.8% | 7,054 | 0.0% | 0.04% | +2.3% |
| Q2 2020 | $523,000 | +27.6% | 7,054 | +5.3% | 0.04% | +7.5% |
| Q1 2020 | $410,000 | +64.7% | 6,696 | +106.3% | 0.04% | +135.3% |
| Q4 2019 | $249,000 | +8.3% | 3,245 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $230,000 | +8.0% | 3,245 | +7.0% | 0.02% | 0.0% |
| Q2 2019 | $213,000 | -48.0% | 3,032 | -50.0% | 0.02% | 0.0% |
| Q1 2019 | $410,000 | +39.0% | 6,064 | +23.3% | 0.02% | -36.0% |
| Q3 2017 | $295,000 | +3.9% | 4,920 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $284,000 | +2.5% | 4,920 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $277,000 | – | 4,920 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |