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 | $7,330,359 | -11.5% | 144,869 | -8.4% | 0.16% | -13.1% |
| Q2 2023 | $8,284,312 | +1.2% | 158,188 | -6.6% | 0.18% | -4.7% |
| Q1 2023 | $8,188,005 | +3.5% | 169,279 | -3.4% | 0.19% | -16.2% |
| Q4 2022 | $7,911,778 | +11.8% | 175,233 | +4.9% | 0.23% | -12.6% |
| Q3 2022 | $7,076,000 | -4.0% | 167,086 | +1.3% | 0.26% | -17.1% |
| Q2 2022 | $7,369,000 | -21.4% | 164,995 | -5.2% | 0.32% | -10.7% |
| Q1 2022 | $9,377,000 | -6.2% | 174,123 | +98.3% | 0.35% | 0.0% |
| Q4 2021 | $9,993,000 | +3.7% | 87,794 | -5.2% | 0.35% | -7.3% |
| Q3 2021 | $9,633,000 | -15.5% | 92,597 | -15.6% | 0.38% | -18.7% |
| Q2 2021 | $11,404,000 | +16.0% | 109,690 | +7.1% | 0.47% | +2.2% |
| Q1 2021 | $9,835,000 | +5.3% | 102,412 | -0.3% | 0.46% | -5.5% |
| Q4 2020 | $9,341,000 | +5.9% | 102,709 | -6.1% | 0.49% | -20.0% |
| Q3 2020 | $8,818,000 | +15.1% | 109,366 | +5.8% | 0.61% | +10.3% |
| Q2 2020 | $7,661,000 | +27.7% | 103,386 | +5.6% | 0.55% | +4.0% |
| Q1 2020 | $5,998,000 | -28.0% | 97,921 | -9.8% | 0.53% | -19.1% |
| Q4 2019 | $8,335,000 | +6.5% | 108,519 | -1.7% | 0.66% | -6.6% |
| Q3 2019 | $7,828,000 | -15.5% | 110,360 | -16.4% | 0.70% | -2.1% |
| Q2 2019 | $9,266,000 | +70.5% | 132,009 | +64.3% | 0.72% | -9.7% |
| Q1 2019 | $5,434,000 | +25.2% | 80,369 | +10.6% | 0.79% | +8.5% |
| Q4 2018 | $4,340,000 | +175.4% | 72,696 | +220.9% | 0.73% | +97.8% |
| Q3 2018 | $1,576,000 | +3.1% | 22,656 | -3.6% | 0.37% | +15.3% |
| Q2 2018 | $1,528,000 | -2.7% | 23,512 | -5.5% | 0.32% | -7.0% |
| Q1 2018 | $1,570,000 | +297.5% | 24,888 | +301.4% | 0.34% | +666.7% |
| Q4 2017 | $395,000 | +12.2% | 6,200 | +5.8% | 0.04% | -65.1% |
| Q3 2017 | $352,000 | -7.6% | 5,861 | -11.1% | 0.13% | +13.2% |
| Q2 2017 | $381,000 | – | 6,592 | – | 0.11% | – |
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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% |