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 | $1,327,282 | -2.7% | 26,231 | +0.7% | 0.10% | -1.0% |
| Q2 2023 | $1,364,345 | +7.9% | 26,052 | -0.3% | 0.10% | +6.6% |
| Q1 2023 | $1,264,362 | -10.2% | 26,139 | -16.2% | 0.09% | -13.3% |
| Q4 2022 | $1,407,947 | +24.5% | 31,184 | +14.8% | 0.10% | +12.9% |
| Q3 2022 | $1,131,000 | -20.6% | 27,155 | -14.8% | 0.09% | -19.8% |
| Q2 2022 | $1,424,000 | -67.1% | 31,890 | -60.3% | 0.12% | -59.3% |
| Q1 2022 | $4,325,000 | -8.5% | 80,312 | +93.4% | 0.28% | -4.4% |
| Q4 2021 | $4,727,000 | +3.3% | 41,533 | -5.6% | 0.30% | -3.6% |
| Q3 2021 | $4,578,000 | +1.6% | 44,008 | +1.5% | 0.31% | +2.7% |
| Q2 2021 | $4,507,000 | -3.6% | 43,350 | -15.1% | 0.30% | -9.3% |
| Q1 2021 | $4,677,000 | +2.2% | 51,065 | +1.0% | 0.33% | +6.1% |
| Q4 2020 | $4,575,000 | +10.1% | 50,569 | -1.8% | 0.31% | -11.8% |
| Q3 2020 | $4,154,000 | -5.3% | 51,520 | -13.0% | 0.36% | -14.7% |
| Q2 2020 | $4,386,000 | +24.4% | 59,187 | +2.8% | 0.42% | -17.3% |
| Q1 2020 | $3,525,000 | -50.0% | 57,553 | -37.2% | 0.50% | -32.9% |
| Q4 2019 | $7,044,000 | +14.5% | 91,708 | +5.7% | 0.75% | +6.7% |
| Q3 2019 | $6,153,000 | -45.2% | 86,743 | -45.8% | 0.70% | -46.0% |
| Q2 2019 | $11,231,000 | +7.0% | 160,002 | +3.1% | 1.30% | -0.2% |
| Q1 2019 | $10,494,000 | +16.1% | 155,210 | +2.5% | 1.30% | +5.8% |
| Q4 2018 | $9,037,000 | -33.7% | 151,366 | -22.8% | 1.23% | -19.0% |
| Q3 2018 | $13,635,000 | +5.6% | 196,012 | -1.0% | 1.52% | -2.6% |
| Q2 2018 | $12,906,000 | -0.4% | 198,065 | -3.6% | 1.56% | -7.2% |
| Q1 2018 | $12,960,000 | -1.8% | 205,452 | -0.7% | 1.68% | -6.4% |
| Q4 2017 | $13,199,000 | – | 206,941 | – | 1.80% | – |
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% |