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 | $11,559,560 | +4451.0% | 226,038 | +9141.1% | 6.01% | +3830.7% |
| Q3 2021 | $254,000 | -38.0% | 2,446 | -38.0% | 0.15% | -42.5% |
| Q2 2021 | $410,000 | -12.6% | 3,944 | -19.2% | 0.27% | -19.6% |
| Q1 2021 | $469,000 | -31.8% | 4,879 | -35.5% | 0.33% | -33.8% |
| Q4 2020 | $688,000 | -15.4% | 7,564 | -25.0% | 0.50% | -22.2% |
| Q3 2020 | $813,000 | +1.9% | 10,084 | -6.4% | 0.64% | -4.7% |
| Q2 2020 | $798,000 | +4.2% | 10,770 | -13.8% | 0.68% | -16.8% |
| Q1 2020 | $766,000 | -34.8% | 12,500 | -18.2% | 0.81% | -20.2% |
| Q4 2019 | $1,174,000 | -12.5% | 15,285 | -19.2% | 1.02% | -19.9% |
| Q3 2019 | $1,342,000 | +16.8% | 18,917 | +17.4% | 1.27% | +20.5% |
| Q2 2019 | $1,149,000 | +30.4% | 16,112 | +23.7% | 1.05% | +37.6% |
| Q1 2019 | $881,000 | +68.5% | 13,028 | +48.8% | 0.76% | +55.5% |
| Q4 2018 | $523,000 | +15.7% | 8,755 | +34.8% | 0.49% | +39.0% |
| Q3 2018 | $452,000 | +39.9% | 6,495 | +30.6% | 0.35% | +34.6% |
| Q2 2018 | $323,000 | +33.5% | 4,974 | +29.6% | 0.26% | +30.2% |
| Q1 2018 | $242,000 | – | 3,838 | – | 0.20% | – |
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% |