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 | $250,950 | -13.1% | 4,959 | -22.5% | 0.06% | -18.8% |
| Q2 2023 | $288,941 | 0.0% | 6,400 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $288,941 | +0.0% | 6,400 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $288,940 | +2.8% | 6,400 | +0.2% | 0.07% | -2.8% |
| Q3 2022 | $281,000 | -5.7% | 6,387 | +0.2% | 0.07% | -4.0% |
| Q2 2022 | $298,000 | -25.9% | 6,375 | -14.8% | 0.08% | -18.5% |
| Q1 2022 | $402,000 | -5.6% | 7,482 | +100.1% | 0.09% | -9.8% |
| Q4 2021 | $426,000 | +9.5% | 3,739 | -0.0% | 0.10% | -1.0% |
| Q3 2021 | $389,000 | +2.1% | 3,740 | +2.2% | 0.10% | +3.0% |
| Q2 2021 | $381,000 | +1.3% | 3,660 | -6.6% | 0.10% | -7.4% |
| Q1 2021 | $376,000 | +4.7% | 3,918 | -0.6% | 0.11% | -5.3% |
| Q4 2020 | $359,000 | -0.6% | 3,943 | -11.8% | 0.11% | +62.9% |
| Q3 2020 | $361,000 | +98.4% | 4,471 | +81.9% | 0.07% | +1.4% |
| Q2 2020 | $182,000 | +19.0% | 2,458 | -1.4% | 0.07% | -6.8% |
| Q1 2020 | $153,000 | -19.9% | 2,494 | +0.4% | 0.07% | -3.9% |
| Q4 2019 | $191,000 | +9.1% | 2,485 | +0.7% | 0.08% | +28.3% |
| Q3 2019 | $175,000 | +0.6% | 2,468 | -0.7% | 0.06% | -14.3% |
| Q2 2019 | $174,000 | +6.7% | 2,486 | +3.0% | 0.07% | +2.9% |
| Q1 2019 | $163,000 | -30.0% | 2,414 | -38.3% | 0.07% | -40.9% |
| Q4 2018 | $233,000 | – | 3,910 | – | 0.12% | – |
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% |