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 | $1,611,990 | -4.1% | 31,858 | -0.8% | 0.21% | -1.4% |
| Q2 2023 | $1,681,706 | +9.2% | 32,112 | +0.9% | 0.21% | +1.4% |
| Q1 2023 | $1,539,909 | +3.2% | 31,836 | -3.7% | 0.21% | -2.3% |
| Q4 2022 | $1,492,499 | -1.4% | 33,056 | -7.5% | 0.21% | -7.0% |
| Q3 2022 | $1,513,000 | -7.3% | 35,737 | -2.2% | 0.23% | +12.2% |
| Q2 2022 | $1,632,000 | -19.6% | 36,551 | -3.0% | 0.20% | -12.0% |
| Q1 2022 | $2,029,000 | -5.6% | 37,671 | +99.5% | 0.23% | -1.3% |
| Q4 2021 | $2,149,000 | +1.0% | 18,880 | -7.7% | 0.24% | -8.2% |
| Q3 2021 | $2,128,000 | -7.5% | 20,454 | -7.5% | 0.26% | -7.2% |
| Q2 2021 | $2,300,000 | +8.3% | 22,124 | +0.1% | 0.28% | -1.4% |
| Q1 2021 | $2,123,000 | +7.3% | 22,107 | +1.6% | 0.28% | +1.1% |
| Q4 2020 | $1,979,000 | +14.7% | 21,756 | +1.7% | 0.28% | +0.4% |
| Q3 2020 | $1,726,000 | +11.4% | 21,401 | +2.4% | 0.28% | +3.4% |
| Q2 2020 | $1,549,000 | +22.4% | 20,899 | +1.1% | 0.27% | -1.5% |
| Q1 2020 | $1,266,000 | -35.0% | 20,672 | -18.5% | 0.27% | -16.6% |
| Q4 2019 | $1,948,000 | +7.8% | 25,362 | -0.4% | 0.33% | -3.6% |
| Q3 2019 | $1,807,000 | -7.9% | 25,470 | -8.8% | 0.34% | -15.3% |
| Q2 2019 | $1,961,000 | +3.1% | 27,937 | -0.7% | 0.40% | +22.4% |
| Q1 2019 | $1,902,000 | +19.5% | 28,130 | +5.5% | 0.33% | -0.6% |
| Q4 2018 | $1,592,000 | -7.5% | 26,666 | +7.8% | 0.33% | +12.7% |
| Q3 2018 | $1,721,000 | +19.1% | 24,747 | +11.3% | 0.29% | +11.9% |
| Q2 2018 | $1,445,000 | -0.7% | 22,241 | -3.6% | 0.26% | -2.6% |
| Q1 2018 | $1,455,000 | -0.2% | 23,064 | +0.9% | 0.27% | 0.0% |
| Q4 2017 | $1,458,000 | – | 22,853 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |