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 | $1,181,462 | -4.5% | 23,349 | -1.2% | 0.11% | -3.5% |
| Q2 2023 | $1,237,668 | +1.7% | 23,633 | -6.0% | 0.11% | -5.8% |
| Q1 2023 | $1,216,581 | +7.2% | 25,152 | +0.1% | 0.12% | -1.6% |
| Q4 2022 | $1,134,586 | +6.7% | 25,129 | +0.1% | 0.12% | -2.4% |
| Q3 2022 | $1,063,000 | -5.1% | 25,103 | +0.1% | 0.12% | +1.6% |
| Q2 2022 | $1,120,000 | -32.5% | 25,078 | -18.6% | 0.12% | -23.6% |
| Q1 2022 | $1,659,000 | -0.8% | 30,803 | +109.6% | 0.16% | +8.1% |
| Q4 2021 | $1,673,000 | +8.7% | 14,696 | -0.7% | 0.15% | -5.7% |
| Q3 2021 | $1,539,000 | -1.7% | 14,793 | -1.8% | 0.16% | -3.1% |
| Q2 2021 | $1,565,000 | -10.9% | 15,057 | -17.7% | 0.16% | -37.3% |
| Q1 2021 | $1,757,000 | +152.8% | 18,299 | +139.5% | 0.26% | +134.2% |
| Q4 2020 | $695,000 | +12.8% | 7,640 | +0.0% | 0.11% | 0.0% |
| Q3 2020 | $616,000 | +8.8% | 7,639 | +0.0% | 0.11% | -0.9% |
| Q2 2020 | $566,000 | +20.9% | 7,637 | +0.0% | 0.11% | 0.0% |
| Q1 2020 | $468,000 | -11.2% | 7,636 | +11.2% | 0.11% | +7.7% |
| Q4 2019 | $527,000 | +4.2% | 6,864 | -3.8% | 0.10% | 0.0% |
| Q3 2019 | $506,000 | +1.0% | 7,135 | +0.0% | 0.10% | +3.0% |
| Q2 2019 | $501,000 | +3.9% | 7,132 | 0.0% | 0.10% | +2.0% |
| Q1 2019 | $482,000 | +13.1% | 7,132 | +0.0% | 0.10% | +2.1% |
| Q4 2018 | $426,000 | -14.1% | 7,129 | +0.1% | 0.10% | -4.0% |
| Q3 2018 | $496,000 | +7.1% | 7,123 | +0.0% | 0.10% | +9.8% |
| Q2 2018 | $463,000 | +3.1% | 7,121 | 0.0% | 0.09% | 0.0% |
| Q1 2018 | $449,000 | -16.5% | 7,121 | -15.6% | 0.09% | -15.6% |
| Q4 2017 | $538,000 | +6.3% | 8,436 | +0.0% | 0.11% | +0.9% |
| Q3 2017 | $506,000 | +3.9% | 8,434 | +0.0% | 0.11% | -3.6% |
| Q2 2017 | $487,000 | +2.7% | 8,431 | +0.0% | 0.11% | -4.3% |
| Q1 2017 | $474,000 | -8.3% | 8,428 | -13.2% | 0.12% | -18.8% |
| Q4 2016 | $517,000 | +3.2% | 9,713 | +0.0% | 0.14% | +0.7% |
| Q3 2016 | $501,000 | +3.7% | 9,709 | +0.0% | 0.14% | -2.1% |
| Q2 2016 | $483,000 | +1.9% | 9,707 | +0.0% | 0.15% | -9.9% |
| Q1 2016 | $474,000 | +0.6% | 9,704 | +0.0% | 0.16% | -5.8% |
| Q4 2015 | $471,000 | +6.1% | 9,701 | +0.0% | 0.17% | +3.0% |
| Q3 2015 | $444,000 | -7.1% | 9,698 | +0.0% | 0.17% | 0.0% |
| Q2 2015 | $478,000 | -1.4% | 9,696 | -0.9% | 0.17% | -4.0% |
| Q1 2015 | $485,000 | – | 9,787 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |