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 2023 | $15,998,668 | +110152.0% | 305,493 | +101731.0% | 10.20% | +92581.8% |
| Q1 2023 | $14,511 | -19.7% | 300 | -25.0% | 0.01% | -26.7% |
| Q4 2022 | $18,060 | -100.0% | 400 | -99.9% | 0.02% | -99.9% |
| Q4 2021 | $64,841,000 | +126.8% | 569,683 | +107.3% | 24.73% | +109.9% |
| Q3 2021 | $28,584,000 | +29.6% | 274,764 | +29.5% | 11.78% | +35.6% |
| Q2 2021 | $22,056,000 | +0.9% | 212,140 | -6.8% | 8.68% | -8.2% |
| Q1 2021 | $21,868,000 | -56.5% | 227,722 | -58.8% | 9.46% | -60.8% |
| Q4 2020 | $50,283,000 | +3.9% | 552,866 | -7.9% | 24.15% | -13.2% |
| Q3 2020 | $48,375,000 | +31.0% | 599,968 | +20.4% | 27.82% | +29.4% |
| Q2 2020 | $36,923,000 | -15.9% | 498,285 | -12.8% | 21.50% | -8.2% |
| Q4 2019 | $43,891,000 | -2.2% | 571,421 | -9.7% | 23.41% | -7.8% |
| Q3 2019 | $44,897,000 | +5.7% | 632,983 | +4.6% | 25.39% | +4.8% |
| Q2 2019 | $42,465,000 | +32.1% | 604,999 | +27.2% | 24.22% | +25.9% |
| Q1 2019 | $32,157,000 | -15.5% | 475,628 | -25.4% | 19.23% | -16.8% |
| Q4 2018 | $38,062,000 | +31.2% | 637,551 | +52.8% | 23.10% | +63.2% |
| Q3 2018 | $29,015,000 | +18.4% | 417,116 | +8.6% | 14.16% | +12.3% |
| Q4 2017 | $24,506,000 | +89.1% | 384,226 | +78.0% | 12.60% | +71.8% |
| Q3 2017 | $12,958,000 | +23.3% | 215,830 | +9.4% | 7.34% | +13.8% |
| Q4 2016 | $10,510,000 | -17.2% | 197,328 | -24.5% | 6.45% | -16.4% |
| Q4 2015 | $12,687,000 | +6.4% | 261,202 | +8.6% | 7.71% | -18.4% |
| Q1 2015 | $11,922,000 | -15.4% | 240,506 | -16.3% | 9.45% | +3.1% |
| Q4 2014 | $14,090,000 | +128.1% | 287,265 | +118.5% | 9.16% | +85.1% |
| Q3 2014 | $6,177,000 | -4.9% | 131,448 | -5.2% | 4.95% | -6.8% |
| Q2 2014 | $6,496,000 | – | 138,715 | – | 5.31% | – |
Download | ||||||
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% |