SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,244,205 | -1.9% | 44,352 | +1.6% | 0.23% | +1.3% |
| Q2 2023 | $2,287,215 | +6.4% | 43,674 | -1.7% | 0.22% | -0.9% |
| Q1 2023 | $2,148,711 | +6.1% | 44,422 | -1.0% | 0.22% | -2.6% |
| Q4 2022 | $2,025,982 | +6.8% | 44,872 | +0.2% | 0.23% | -3.3% |
| Q3 2022 | $1,897,000 | -4.9% | 44,782 | +0.2% | 0.24% | 0.0% |
| Q2 2022 | $1,995,000 | -16.6% | 44,676 | +0.6% | 0.24% | -2.8% |
| Q1 2022 | $2,393,000 | -2.8% | 44,431 | +105.3% | 0.25% | 0.0% |
| Q4 2021 | $2,463,000 | +10.0% | 21,639 | +0.5% | 0.25% | -0.4% |
| Q3 2021 | $2,240,000 | +0.3% | 21,528 | +0.2% | 0.25% | -0.8% |
| Q2 2021 | $2,234,000 | +8.3% | 21,489 | +0.1% | 0.25% | -3.9% |
| Q1 2021 | $2,062,000 | +5.6% | 21,475 | 0.0% | 0.26% | -3.0% |
| Q4 2020 | $1,953,000 | +9.1% | 21,475 | -3.3% | 0.27% | -5.0% |
| Q3 2020 | $1,790,000 | +6.0% | 22,199 | -2.6% | 0.28% | -2.1% |
| Q2 2020 | $1,689,000 | +15.2% | 22,790 | -4.8% | 0.29% | -7.4% |
| Q1 2020 | $1,466,000 | -11.2% | 23,941 | +11.5% | 0.31% | -1.3% |
| Q4 2019 | $1,650,000 | +15.4% | 21,478 | +6.5% | 0.31% | +1.6% |
| Q3 2019 | $1,430,000 | +2.1% | 20,162 | +1.1% | 0.31% | -1.9% |
| Q2 2019 | $1,400,000 | +20.8% | 19,949 | +16.3% | 0.32% | +14.5% |
| Q1 2019 | $1,159,000 | +63.5% | 17,146 | +44.4% | 0.28% | +38.2% |
| Q4 2018 | $709,000 | -3.1% | 11,871 | +12.9% | 0.20% | +9.9% |
| Q3 2018 | $732,000 | +22.4% | 10,519 | +14.3% | 0.18% | +15.3% |
| Q2 2018 | $598,000 | +9.7% | 9,204 | +6.5% | 0.16% | +2.6% |
| Q1 2018 | $545,000 | +8.3% | 8,642 | +9.6% | 0.15% | +17.7% |
| Q4 2017 | $503,000 | -34.1% | 7,887 | -38.9% | 0.13% | +18.2% |
| Q3 2017 | $763,000 | +140.7% | 12,917 | +135.3% | 0.11% | +19.6% |
| Q2 2017 | $317,000 | +22.9% | 5,490 | +19.6% | 0.09% | +15.0% |
| Q1 2017 | $258,000 | – | 4,590 | – | 0.08% | – |
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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% |