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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,917,000 | +6.0% | 69,556 | -3.1% | 2.96% | -4.5% |
| Q3 2021 | $7,471,000 | -1.0% | 71,815 | -1.1% | 3.10% | +0.0% |
| Q2 2021 | $7,548,000 | +7.0% | 72,601 | -1.1% | 3.10% | +0.4% |
| Q1 2021 | $7,051,000 | +4.6% | 73,421 | -0.9% | 3.09% | -0.4% |
| Q4 2020 | $6,738,000 | +12.4% | 74,089 | -0.3% | 3.10% | -1.4% |
| Q3 2020 | $5,994,000 | +18.6% | 74,341 | +9.0% | 3.15% | +6.7% |
| Q2 2020 | $5,052,000 | +21.6% | 68,175 | +0.5% | 2.95% | -1.2% |
| Q1 2020 | $4,153,000 | -19.9% | 67,810 | +0.4% | 2.98% | -0.6% |
| Q4 2019 | $5,188,000 | +3.9% | 67,549 | -4.0% | 3.00% | -4.9% |
| Q3 2019 | $4,993,000 | +3.4% | 70,389 | +2.3% | 3.16% | +2.5% |
| Q2 2019 | $4,829,000 | +8.3% | 68,793 | +4.3% | 3.08% | +3.2% |
| Q1 2019 | $4,458,000 | +20.1% | 65,940 | +6.0% | 2.99% | +4.6% |
| Q4 2018 | $3,713,000 | -11.2% | 62,191 | +3.5% | 2.85% | -1.2% |
| Q3 2018 | $4,179,000 | +17.5% | 60,073 | +9.7% | 2.89% | +10.9% |
| Q2 2018 | $3,558,000 | +2.9% | 54,749 | -0.1% | 2.61% | -3.1% |
| Q1 2018 | $3,458,000 | -64.1% | 54,818 | -63.7% | 2.69% | +11.1% |
| Q4 2017 | $9,643,000 | +210.5% | 151,194 | +192.3% | 2.42% | -4.9% |
| Q3 2017 | $3,106,000 | +10.3% | 51,732 | +6.1% | 2.54% | +5.8% |
| Q2 2017 | $2,817,000 | -1.4% | 48,761 | -4.0% | 2.40% | -8.7% |
| Q1 2017 | $2,858,000 | +6.2% | 50,798 | +0.5% | 2.63% | -0.7% |
| Q4 2016 | $2,692,000 | – | 50,540 | – | 2.65% | – |
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% |