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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $66,597,000 | +63.3% | 1,491,207 | +90.9% | 4.84% | +851.8% |
Q1 2022 | $40,773,000 | -9.3% | 781,244 | +97.9% | 0.51% | -82.9% |
Q4 2021 | $44,930,000 | +8.5% | 394,745 | -0.9% | 2.96% | +3.6% |
Q3 2021 | $41,426,000 | +4.4% | 398,216 | +4.4% | 2.86% | +3.0% |
Q2 2021 | $39,672,000 | +7.1% | 381,575 | -1.1% | 2.78% | -2.3% |
Q1 2021 | $37,053,000 | +17.7% | 385,852 | +11.5% | 2.84% | +10.4% |
Q4 2020 | $31,474,000 | +6.8% | 346,053 | -5.4% | 2.58% | -4.7% |
Q3 2020 | $29,481,000 | +5.2% | 365,630 | -3.4% | 2.70% | +5.0% |
Q2 2020 | $28,033,000 | +115.4% | 378,314 | +78.0% | 2.57% | +21.2% |
Q1 2020 | $13,017,000 | +85.1% | 212,520 | +132.2% | 2.12% | +88.5% |
Q4 2019 | $7,031,000 | +87.0% | 91,543 | +72.7% | 1.13% | +103.1% |
Q3 2019 | $3,760,000 | +208.2% | 53,009 | +204.9% | 0.56% | +208.3% |
Q2 2019 | $1,220,000 | +64.4% | 17,383 | +58.4% | 0.18% | +78.2% |
Q1 2019 | $742,000 | +23.7% | 10,972 | +9.1% | 0.10% | +11.0% |
Q4 2018 | $600,000 | +145.9% | 10,055 | +187.1% | 0.09% | +295.7% |
Q3 2018 | $244,000 | -85.2% | 3,502 | -89.4% | 0.02% | -91.3% |
Q2 2016 | $1,651,000 | +10.1% | 33,181 | +8.1% | 0.26% | +109.5% |
Q1 2016 | $1,499,000 | +2.3% | 30,685 | +1.7% | 0.13% | -46.4% |
Q4 2015 | $1,465,000 | +1.8% | 30,163 | -4.1% | 0.24% | +3.5% |
Q3 2015 | $1,439,000 | -7.6% | 31,444 | -0.4% | 0.23% | -5.4% |
Q2 2015 | $1,557,000 | -1.1% | 31,566 | -0.6% | 0.24% | -5.1% |
Q1 2015 | $1,574,000 | -0.6% | 31,756 | -1.6% | 0.25% | -15.1% |
Q4 2014 | $1,583,000 | – | 32,282 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |