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 | $315,909 | -3.4% | 6,243 | 0.0% | 0.18% | +9.6% |
| Q2 2023 | $326,957 | +8.3% | 6,243 | 0.0% | 0.17% | +1.8% |
| Q1 2023 | $301,982 | +106985.8% | 6,243 | 0.0% | 0.16% | +4.5% |
| Q4 2022 | $282 | -99.9% | 6,243 | +2.3% | 0.16% | 0.0% |
| Q3 2022 | $258,000 | -5.1% | 6,100 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $272,000 | -3.5% | 6,100 | +16.5% | 0.16% | +10.6% |
| Q1 2022 | $282,000 | -5.4% | 5,238 | +100.0% | 0.14% | -5.3% |
| Q4 2021 | $298,000 | +20.2% | 2,619 | +9.9% | 0.15% | +10.3% |
| Q3 2021 | $248,000 | 0.0% | 2,383 | 0.0% | 0.14% | +4.6% |
| Q2 2021 | $248,000 | +8.3% | 2,383 | 0.0% | 0.13% | +2.4% |
| Q1 2021 | $229,000 | +5.5% | 2,383 | 0.0% | 0.13% | -0.8% |
| Q4 2020 | $217,000 | +13.0% | 2,383 | 0.0% | 0.13% | -1.5% |
| Q3 2020 | $192,000 | +25.5% | 2,383 | +15.1% | 0.13% | +15.0% |
| Q2 2020 | $153,000 | +20.5% | 2,070 | 0.0% | 0.11% | 0.0% |
| Q1 2020 | $127,000 | -18.1% | 2,070 | +2.5% | 0.11% | +2.7% |
| Q4 2019 | $155,000 | +14.0% | 2,020 | +5.2% | 0.11% | +6.8% |
| Q3 2019 | $136,000 | – | 1,920 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |