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 | $4,024,715 | -3.6% | 79,540 | -0.3% | 1.46% | -1.5% |
| Q2 2023 | $4,176,208 | +6.1% | 79,744 | -2.0% | 1.49% | +1.6% |
| Q1 2023 | $3,936,821 | +6.8% | 81,390 | -0.3% | 1.46% | +1.0% |
| Q4 2022 | $3,686,506 | +7.9% | 81,650 | +1.2% | 1.45% | +1.8% |
| Q3 2022 | $3,416,000 | -5.0% | 80,659 | +0.2% | 1.42% | +3.0% |
| Q2 2022 | $3,594,000 | -16.9% | 80,466 | +0.2% | 1.38% | -4.6% |
| Q1 2022 | $4,326,000 | -7.5% | 80,339 | +95.5% | 1.45% | -4.4% |
| Q4 2021 | $4,678,000 | +6.4% | 41,104 | -2.7% | 1.52% | +1.7% |
| Q3 2021 | $4,397,000 | +1.3% | 42,262 | +1.2% | 1.49% | +1.0% |
| Q2 2021 | $4,342,000 | +3.5% | 41,760 | -4.5% | 1.48% | -3.0% |
| Q1 2021 | $4,197,000 | +6.1% | 43,708 | +0.5% | 1.52% | +2.1% |
| Q4 2020 | $3,957,000 | +15.1% | 43,504 | +2.0% | 1.49% | +0.4% |
| Q3 2020 | $3,437,000 | +10.2% | 42,631 | +1.3% | 1.48% | +1.4% |
| Q2 2020 | $3,119,000 | +9.1% | 42,093 | -9.8% | 1.46% | +0.2% |
| Q1 2020 | $2,860,000 | -59.3% | 46,691 | -49.0% | 1.46% | -2.5% |
| Q4 2019 | $7,028,000 | +7.5% | 91,508 | -0.7% | 1.50% | +3.2% |
| Q3 2019 | $6,536,000 | +101.7% | 92,146 | +99.5% | 1.45% | -0.2% |
| Q2 2019 | $3,241,000 | -48.6% | 46,177 | -50.5% | 1.46% | +0.4% |
| Q1 2019 | $6,302,000 | +129.5% | 93,206 | +102.6% | 1.45% | +7.3% |
| Q4 2018 | $2,746,000 | -49.7% | 46,000 | -41.4% | 1.35% | +10.0% |
| Q3 2018 | $5,460,000 | +125.7% | 78,498 | +110.9% | 1.23% | +9.9% |
| Q2 2018 | $2,419,000 | +68.7% | 37,227 | +63.8% | 1.12% | +63.8% |
| Q1 2018 | $1,434,000 | -50.7% | 22,734 | -50.2% | 0.68% | +23.8% |
| Q4 2017 | $2,908,000 | +9.9% | 45,606 | +3.5% | 0.55% | +8.0% |
| Q3 2017 | $2,646,000 | +3.5% | 44,082 | -0.3% | 0.51% | +2.0% |
| Q2 2017 | $2,556,000 | +105.5% | 44,228 | +100.0% | 0.50% | -0.4% |
| Q1 2017 | $1,244,000 | -44.7% | 22,112 | -47.7% | 0.50% | +2.4% |
| Q4 2016 | $2,250,000 | – | 42,250 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |