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 | $288,420 | -3.4% | 5,700 | 0.0% | 0.04% | -20.4% |
Q2 2023 | $298,509 | +5.1% | 5,700 | -2.9% | 0.05% | 0.0% |
Q1 2023 | $283,932 | -1.4% | 5,870 | -8.0% | 0.05% | -3.9% |
Q4 2022 | $288,057 | +6.7% | 6,380 | 0.0% | 0.05% | +2.0% |
Q3 2022 | $270,000 | -5.3% | 6,380 | 0.0% | 0.05% | +2.0% |
Q2 2022 | $285,000 | -17.2% | 6,380 | 0.0% | 0.05% | -2.0% |
Q1 2022 | $344,000 | -5.8% | 6,380 | +98.8% | 0.05% | +2.0% |
Q4 2021 | $365,000 | +9.3% | 3,210 | 0.0% | 0.05% | -2.0% |
Q3 2021 | $334,000 | +1.8% | 3,210 | +1.9% | 0.05% | +2.0% |
Q2 2021 | $328,000 | +0.9% | 3,150 | -6.8% | 0.05% | -5.8% |
Q1 2021 | $325,000 | -16.5% | 3,380 | -21.0% | 0.05% | -20.0% |
Q4 2020 | $389,000 | +12.8% | 4,280 | 0.0% | 0.06% | 0.0% |
Q3 2020 | $345,000 | +3.6% | 4,280 | -4.7% | 0.06% | -4.4% |
Q2 2020 | $333,000 | +21.1% | 4,490 | 0.0% | 0.07% | +4.6% |
Q1 2020 | $275,000 | -21.7% | 4,490 | -1.8% | 0.06% | -1.5% |
Q4 2019 | $351,000 | +20.6% | 4,570 | +11.3% | 0.07% | +13.8% |
Q3 2019 | $291,000 | +13.7% | 4,105 | +12.5% | 0.06% | +11.5% |
Q2 2019 | $256,000 | +20.2% | 3,650 | +15.7% | 0.05% | +15.6% |
Q1 2019 | $213,000 | -1.4% | 3,155 | -12.7% | 0.04% | -13.5% |
Q4 2018 | $216,000 | -10.4% | 3,612 | +4.2% | 0.05% | 0.0% |
Q3 2018 | $241,000 | +12.6% | 3,467 | +5.3% | 0.05% | +4.0% |
Q2 2018 | $214,000 | +2.9% | 3,292 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $208,000 | -9.6% | 3,292 | -8.6% | 0.05% | -21.9% |
Q4 2017 | $230,000 | +9.5% | 3,602 | +3.1% | 0.06% | +1.6% |
Q3 2017 | $210,000 | – | 3,495 | – | 0.06% | – |
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% |