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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,544,468 | +7.4% | 163,157 | -0.8% | 2.57% | -2.9% |
| Q1 2023 | $7,953,315 | +6.2% | 164,428 | -0.8% | 2.65% | -4.4% |
| Q4 2022 | $7,485,534 | +6.6% | 165,795 | -0.1% | 2.77% | -16.5% |
| Q3 2022 | $7,022,000 | -6.9% | 165,976 | -1.8% | 3.32% | -12.8% |
| Q2 2022 | $7,544,000 | -19.7% | 168,934 | -3.1% | 3.80% | -21.0% |
| Q1 2022 | $9,393,000 | -5.3% | 174,426 | +100.0% | 4.82% | -15.5% |
| Q4 2021 | $9,921,000 | +8.4% | 87,200 | -0.9% | 5.70% | -24.0% |
| Q3 2021 | $9,153,000 | -1.2% | 87,986 | -1.3% | 7.50% | -4.8% |
| Q2 2021 | $9,264,000 | +7.1% | 89,108 | -1.1% | 7.88% | -20.3% |
| Q1 2021 | $8,648,000 | 0.0% | 90,060 | -5.3% | 9.88% | +4.6% |
| Q4 2020 | $8,648,000 | -56.9% | 95,085 | -61.8% | 9.45% | +7.9% |
| Q3 2020 | $20,062,000 | +77.4% | 248,754 | +63.0% | 8.75% | +10.1% |
| Q2 2020 | $11,308,000 | +3.6% | 152,586 | -14.3% | 7.95% | +18.4% |
| Q1 2020 | $10,910,000 | -46.0% | 178,117 | -32.3% | 6.72% | +13.7% |
| Q4 2019 | $20,200,000 | +5.0% | 262,976 | -3.0% | 5.91% | -0.5% |
| Q3 2019 | $19,229,000 | -1.6% | 271,218 | -2.7% | 5.94% | -0.5% |
| Q2 2019 | $19,549,000 | -0.6% | 278,611 | -4.3% | 5.97% | -2.6% |
| Q1 2019 | $19,676,000 | +12.1% | 291,129 | -0.9% | 6.13% | +3.2% |
| Q4 2018 | $17,545,000 | -16.0% | 293,861 | -2.1% | 5.94% | -5.0% |
| Q3 2018 | $20,878,000 | +2.5% | 300,218 | -4.2% | 6.26% | -0.4% |
| Q2 2018 | $20,365,000 | +9.1% | 313,398 | +5.9% | 6.28% | +6.6% |
| Q1 2018 | $18,672,000 | +9.5% | 296,031 | +10.7% | 5.90% | +6.3% |
| Q4 2017 | $17,056,000 | – | 267,457 | – | 5.55% | – |
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% |