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 | $18,404,731 | +6.3% | 363,730 | +10.0% | 0.87% | -3.1% |
| Q2 2023 | $17,309,039 | -0.7% | 330,514 | -8.3% | 0.90% | -12.0% |
| Q1 2023 | $17,438,987 | +2.9% | 360,533 | -3.9% | 1.02% | -11.8% |
| Q4 2022 | $16,943,231 | +7.9% | 375,265 | +1.2% | 1.16% | -3.3% |
| Q3 2022 | $15,696,000 | -5.5% | 370,634 | -0.4% | 1.20% | -6.2% |
| Q2 2022 | $16,616,000 | -10.5% | 372,064 | +7.9% | 1.28% | -1.2% |
| Q1 2022 | $18,565,000 | -2.4% | 344,746 | +106.2% | 1.29% | -4.9% |
| Q4 2021 | $19,028,000 | +7.9% | 167,179 | -1.4% | 1.36% | +2.3% |
| Q3 2021 | $17,638,000 | +0.8% | 169,547 | +0.8% | 1.33% | -4.2% |
| Q2 2021 | $17,491,000 | +10.1% | 168,227 | +1.7% | 1.39% | -6.0% |
| Q1 2021 | $15,891,000 | +4.8% | 165,480 | -0.8% | 1.48% | +3.9% |
| Q4 2020 | $15,164,000 | +11.6% | 166,732 | -1.1% | 1.42% | -8.0% |
| Q3 2020 | $13,587,000 | +7.2% | 168,513 | -1.5% | 1.54% | -9.9% |
| Q2 2020 | $12,679,000 | +6.6% | 171,111 | -11.9% | 1.71% | -21.1% |
| Q1 2020 | $11,891,000 | -0.9% | 194,135 | +24.3% | 2.17% | +32.6% |
| Q4 2019 | $12,000,000 | +13.6% | 156,227 | +4.9% | 1.64% | -0.2% |
| Q3 2019 | $10,565,000 | -3.2% | 148,946 | -4.2% | 1.64% | -6.4% |
| Q2 2019 | $10,911,000 | +1.8% | 155,453 | -1.9% | 1.75% | -13.3% |
| Q1 2019 | $10,713,000 | -3.0% | 158,456 | -8.8% | 2.02% | -13.9% |
| Q4 2018 | $11,043,000 | +19.0% | 173,710 | +30.2% | 2.35% | +21.9% |
| Q3 2018 | $9,283,000 | -0.6% | 133,451 | -7.1% | 1.92% | -9.1% |
| Q2 2018 | $9,337,000 | +11.5% | 143,659 | +8.2% | 2.12% | -1.5% |
| Q1 2018 | $8,375,000 | +2748.6% | 132,772 | +2782.0% | 2.15% | +2138.5% |
| Q4 2017 | $294,000 | +25.1% | 4,607 | -12.4% | 0.10% | -40.0% |
| Q1 2014 | $235,000 | -3.7% | 5,259 | -5.0% | 0.16% | -11.6% |
| Q4 2013 | $244,000 | – | 5,536 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |