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 | $32,428,480 | +1.4% | 658,752 | +7.9% | 3.43% | +3.1% |
| Q2 2023 | $31,985,382 | +15.2% | 610,758 | +6.4% | 3.32% | +1.3% |
| Q1 2023 | $27,762,093 | +11.5% | 573,953 | +4.1% | 3.28% | +5.7% |
| Q4 2022 | $24,888,789 | +11.4% | 551,247 | +4.5% | 3.10% | +11.1% |
| Q3 2022 | $22,348,000 | -4.8% | 527,693 | +0.4% | 2.79% | -7.1% |
| Q2 2022 | $23,478,000 | -10.9% | 525,696 | +7.4% | 3.01% | +7.6% |
| Q1 2022 | $26,352,000 | +1.9% | 489,361 | +115.4% | 2.79% | +2.0% |
| Q4 2021 | $25,853,000 | +15.7% | 227,137 | +5.8% | 2.74% | +4.9% |
| Q3 2021 | $22,340,000 | +5.1% | 214,747 | +5.0% | 2.61% | +3.7% |
| Q2 2021 | $21,265,000 | +25.7% | 204,532 | +16.1% | 2.52% | +13.6% |
| Q1 2021 | $16,918,000 | +17.1% | 176,174 | +10.9% | 2.22% | +9.6% |
| Q4 2020 | $14,449,000 | +29.7% | 158,872 | +14.9% | 2.02% | +13.0% |
| Q3 2020 | $11,144,000 | +10.1% | 138,213 | +1.2% | 1.79% | +3.6% |
| Q2 2020 | $10,124,000 | +32.7% | 136,623 | +9.7% | 1.73% | +22.4% |
| Q1 2020 | $7,630,000 | +4.7% | 124,573 | +31.3% | 1.41% | +17.1% |
| Q4 2019 | $7,287,000 | +9.9% | 94,868 | +1.5% | 1.21% | +0.4% |
| Q3 2019 | $6,629,000 | +4.4% | 93,453 | +3.3% | 1.20% | +3.6% |
| Q2 2019 | $6,349,000 | +7.4% | 90,458 | +3.4% | 1.16% | +2.7% |
| Q1 2019 | $5,913,000 | +16.5% | 87,451 | +2.8% | 1.13% | +5.1% |
| Q4 2018 | $5,077,000 | -9.7% | 85,036 | +5.2% | 1.07% | +0.5% |
| Q3 2018 | $5,624,000 | +7.6% | 80,854 | +3.7% | 1.07% | +0.5% |
| Q2 2018 | $5,229,000 | +18.8% | 77,989 | +11.8% | 1.06% | +11.1% |
| Q1 2018 | $4,400,000 | +2.1% | 69,754 | +3.2% | 0.96% | -2.8% |
| Q4 2017 | $4,309,000 | +5.1% | 67,561 | -1.0% | 0.98% | +0.4% |
| Q3 2017 | $4,099,000 | -0.7% | 68,265 | -4.5% | 0.98% | -2.1% |
| Q2 2017 | $4,128,000 | +4.2% | 71,452 | +1.4% | 1.00% | +6.0% |
| Q1 2017 | $3,963,000 | +18.9% | 70,431 | +12.5% | 0.94% | +13.6% |
| Q4 2016 | $3,333,000 | – | 62,585 | – | 0.83% | – |
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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% |