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 2021 | $1,009,000 | -2.6% | 9,702 | -2.6% | 0.14% | -2.7% |
| Q2 2021 | $1,036,000 | +7.6% | 9,963 | -0.6% | 0.15% | 0.0% |
| Q1 2021 | $963,000 | -1.3% | 10,027 | -6.6% | 0.15% | -7.0% |
| Q4 2020 | $976,000 | +6.9% | 10,730 | -5.2% | 0.16% | -4.8% |
| Q3 2020 | $913,000 | -1.1% | 11,321 | -9.1% | 0.17% | -10.3% |
| Q2 2020 | $923,000 | -16.9% | 12,453 | -31.4% | 0.18% | -31.2% |
| Q1 2020 | $1,111,000 | -20.2% | 18,144 | +0.1% | 0.27% | +6.3% |
| Q4 2019 | $1,392,000 | +9.1% | 18,122 | +0.7% | 0.25% | +1.2% |
| Q3 2019 | $1,276,000 | -0.9% | 17,991 | -2.0% | 0.25% | -3.5% |
| Q2 2019 | $1,288,000 | -1.4% | 18,350 | -5.0% | 0.26% | -4.1% |
| Q1 2019 | $1,306,000 | +20.5% | 19,322 | +6.5% | 0.27% | +7.6% |
| Q4 2018 | $1,084,000 | -8.1% | 18,150 | +7.1% | 0.25% | +4.1% |
| Q3 2018 | $1,179,000 | +5.6% | 16,946 | -1.4% | 0.24% | +5.7% |
| Q2 2018 | $1,117,000 | +7.7% | 17,184 | +4.6% | 0.23% | +3.2% |
| Q1 2018 | $1,037,000 | -1.3% | 16,435 | -0.3% | 0.22% | +0.9% |
| Q4 2017 | $1,051,000 | +3.9% | 16,486 | -2.2% | 0.22% | -1.8% |
| Q3 2017 | $1,012,000 | +3.8% | 16,851 | -0.2% | 0.22% | +1.4% |
| Q2 2017 | $975,000 | +14.2% | 16,880 | +11.2% | 0.22% | +7.3% |
| Q1 2017 | $854,000 | +42.6% | 15,180 | +34.9% | 0.20% | +28.1% |
| Q4 2016 | $599,000 | +40.0% | 11,249 | +35.6% | 0.16% | +37.9% |
| Q3 2016 | $428,000 | +11.2% | 8,298 | +7.4% | 0.12% | +8.4% |
| Q2 2016 | $385,000 | +63.8% | 7,728 | +60.9% | 0.11% | +67.2% |
| Q1 2014 | $235,000 | – | 4,804 | – | 0.06% | – |
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% |