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 | $2,595,398 | +0.7% | 51,292 | +4.3% | 0.36% | +2.0% |
| Q2 2023 | $2,576,288 | -8.1% | 49,194 | -15.2% | 0.35% | -9.3% |
| Q1 2023 | $2,804,850 | -3.0% | 57,987 | -9.5% | 0.39% | -8.1% |
| Q4 2022 | $2,893,033 | +2.0% | 64,076 | -4.3% | 0.42% | -6.0% |
| Q3 2022 | $2,835,000 | -8.2% | 66,946 | -3.2% | 0.45% | -4.1% |
| Q2 2022 | $3,089,000 | -23.9% | 69,159 | -8.3% | 0.47% | -15.6% |
| Q1 2022 | $4,061,000 | -1.8% | 75,407 | +107.5% | 0.55% | -0.2% |
| Q4 2021 | $4,136,000 | +33.5% | 36,341 | +22.0% | 0.55% | +20.0% |
| Q3 2021 | $3,098,000 | +6.2% | 29,778 | +6.2% | 0.46% | +4.3% |
| Q2 2021 | $2,917,000 | +15.2% | 28,051 | +6.3% | 0.44% | +3.5% |
| Q1 2021 | $2,533,000 | +15.3% | 26,377 | +9.3% | 0.43% | -0.2% |
| Q4 2020 | $2,196,000 | +30.4% | 24,142 | +15.6% | 0.43% | +5.2% |
| Q3 2020 | $1,684,000 | +62.5% | 20,891 | +49.5% | 0.41% | +18.7% |
| Q2 2020 | $1,036,000 | +10.7% | 13,978 | +0.2% | 0.34% | +3.6% |
| Q1 2020 | $936,000 | -5.5% | 13,957 | +10.1% | 0.33% | +13.0% |
| Q4 2019 | $990,000 | +11.6% | 12,675 | +1.3% | 0.29% | -6.7% |
| Q3 2019 | $887,000 | -8.0% | 12,511 | -6.6% | 0.31% | -15.1% |
| Q2 2019 | $964,000 | +81.5% | 13,397 | +70.4% | 0.37% | +71.3% |
| Q1 2019 | $531,000 | +13.7% | 7,861 | +0.5% | 0.22% | -5.3% |
| Q4 2018 | $467,000 | -23.8% | 7,825 | -11.3% | 0.23% | +31.8% |
| Q3 2018 | $613,000 | +9.7% | 8,820 | +2.5% | 0.17% | 0.0% |
| Q2 2018 | $559,000 | +2.4% | 8,609 | -0.6% | 0.17% | -8.9% |
| Q1 2018 | $546,000 | -1.1% | 8,663 | +0.1% | 0.19% | -4.0% |
| Q4 2017 | $552,000 | +34.0% | 8,656 | +26.2% | 0.20% | +20.7% |
| Q3 2017 | $412,000 | +43.1% | 6,859 | +37.5% | 0.16% | +33.3% |
| Q2 2017 | $288,000 | – | 4,987 | – | 0.12% | – |
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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% |