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 | $2,614,103 | -4.5% | 51,662 | -1.1% | 2.42% | +3.5% |
| Q2 2023 | $2,736,851 | +4.0% | 52,260 | -3.9% | 2.34% | +1.7% |
| Q1 2023 | $2,631,371 | +7.0% | 54,401 | -0.1% | 2.30% | +3.9% |
| Q4 2022 | $2,459,707 | +10.5% | 54,479 | +3.7% | 2.21% | -0.9% |
| Q3 2022 | $2,225,858 | -7.3% | 52,559 | -2.2% | 2.23% | -0.4% |
| Q2 2022 | $2,401,000 | -18.0% | 53,765 | -1.1% | 2.24% | +3.1% |
| Q1 2022 | $2,929,000 | -6.2% | 54,384 | +98.3% | 2.17% | -2.4% |
| Q4 2021 | $3,121,000 | +6.7% | 27,423 | -2.4% | 2.22% | -1.6% |
| Q3 2021 | $2,924,000 | -1.0% | 28,111 | -1.1% | 2.26% | +1.6% |
| Q2 2021 | $2,955,000 | +6.9% | 28,417 | -1.2% | 2.22% | +3.7% |
| Q1 2021 | $2,763,000 | -1.8% | 28,774 | -7.0% | 2.15% | -0.6% |
| Q4 2020 | $2,814,000 | +8.2% | 30,935 | -4.1% | 2.16% | -1.5% |
| Q3 2020 | $2,600,000 | +0.9% | 32,244 | -7.2% | 2.19% | +6.3% |
| Q2 2020 | $2,576,000 | +14.3% | 34,757 | -5.5% | 2.06% | +2.3% |
| Q1 2020 | $2,254,000 | -20.6% | 36,798 | -0.4% | 2.02% | +2.0% |
| Q4 2019 | $2,839,000 | +4.8% | 36,964 | -3.2% | 1.98% | -1.8% |
| Q3 2019 | $2,709,000 | +2.7% | 38,199 | +1.6% | 2.01% | +1.3% |
| Q2 2019 | $2,639,000 | +2.2% | 37,594 | -1.6% | 1.99% | -1.2% |
| Q1 2019 | $2,582,000 | +80.6% | 38,186 | +59.4% | 2.01% | +58.2% |
| Q4 2018 | $1,430,000 | -17.1% | 23,953 | -3.4% | 1.27% | -18.0% |
| Q3 2018 | $1,725,000 | +18.0% | 24,798 | +10.2% | 1.55% | +8.6% |
| Q2 2018 | $1,462,000 | +4.1% | 22,502 | +1.0% | 1.43% | +2.9% |
| Q1 2018 | $1,405,000 | +0.6% | 22,280 | +1.8% | 1.39% | +2.4% |
| Q4 2017 | $1,396,000 | – | 21,890 | – | 1.35% | – |
Download | ||||||
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% |