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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,808,648 | +6.7% | 306,154 | -0.4% | 3.44% | -1.1% |
| Q4 2022 | $13,879,000 | +6.6% | 307,389 | +0.0% | 3.47% | -9.0% |
| Q3 2022 | $13,018,000 | -5.2% | 307,388 | -0.0% | 3.82% | +1.7% |
| Q2 2022 | $13,732,000 | -17.6% | 307,475 | -0.6% | 3.75% | +4.0% |
| Q1 2022 | $16,662,000 | -5.6% | 309,412 | +99.5% | 3.61% | +4.3% |
| Q4 2021 | $17,655,000 | +9.1% | 155,110 | -0.3% | 3.46% | +2.1% |
| Q3 2021 | $16,189,000 | -1.0% | 155,618 | -1.1% | 3.39% | +2.7% |
| Q2 2021 | $16,357,000 | +7.9% | 157,321 | -0.4% | 3.30% | +12.9% |
| Q1 2021 | $15,165,000 | +5.6% | 157,915 | +0.0% | 2.92% | +0.1% |
| Q4 2020 | $14,358,000 | +13.1% | 157,866 | +0.2% | 2.92% | +4.6% |
| Q3 2020 | $12,699,000 | +10.0% | 157,498 | +1.1% | 2.79% | +3.3% |
| Q2 2020 | $11,543,000 | +21.2% | 155,781 | +0.2% | 2.70% | +6.1% |
| Q1 2020 | $9,523,000 | -10.0% | 155,471 | +12.9% | 2.54% | -27.2% |
| Q4 2019 | $10,579,000 | +8.3% | 137,724 | -0.0% | 3.50% | -1.4% |
| Q3 2019 | $9,770,000 | +1.1% | 137,740 | +0.0% | 3.54% | -1.5% |
| Q2 2019 | $9,665,000 | +3.7% | 137,697 | -0.1% | 3.60% | -4.1% |
| Q1 2019 | $9,321,000 | +14.3% | 137,870 | +0.9% | 3.75% | -1.2% |
| Q4 2018 | $8,155,000 | – | 136,605 | – | 3.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |