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 | $355,516 | -6.1% | 7,026 | -2.8% | 0.08% | -1.3% |
| Q2 2023 | $378,426 | -14.6% | 7,226 | -21.1% | 0.08% | -19.1% |
| Q1 2023 | $443,118 | +5.5% | 9,161 | -1.6% | 0.09% | -1.1% |
| Q4 2022 | $420,166 | +5.3% | 9,306 | -1.2% | 0.10% | -4.0% |
| Q3 2022 | $399,000 | -4.5% | 9,421 | +0.7% | 0.10% | -2.0% |
| Q2 2022 | $418,000 | -15.4% | 9,356 | +2.0% | 0.10% | -2.9% |
| Q1 2022 | $494,000 | -5.0% | 9,176 | +100.8% | 0.10% | -2.8% |
| Q4 2021 | $520,000 | +6.3% | 4,570 | -2.8% | 0.11% | -0.9% |
| Q3 2021 | $489,000 | -60.7% | 4,700 | -60.7% | 0.11% | -59.7% |
| Q2 2021 | $1,243,000 | +2.6% | 11,952 | -5.2% | 0.27% | -8.5% |
| Q1 2021 | $1,211,000 | -1.8% | 12,612 | -7.0% | 0.29% | -8.4% |
| Q4 2020 | $1,233,000 | +9.6% | 13,562 | -2.8% | 0.32% | -4.8% |
| Q3 2020 | $1,125,000 | +8.5% | 13,952 | -0.3% | 0.34% | -1.5% |
| Q2 2020 | $1,037,000 | +16.1% | 13,994 | -4.0% | 0.34% | +1.8% |
| Q1 2020 | $893,000 | -6.2% | 14,579 | +17.7% | 0.34% | +11.7% |
| Q4 2019 | $952,000 | +8.4% | 12,389 | +0.1% | 0.30% | 0.0% |
| Q3 2019 | $878,000 | +15.1% | 12,378 | +13.9% | 0.30% | +11.5% |
| Q2 2019 | $763,000 | +21.9% | 10,870 | +17.4% | 0.27% | +17.0% |
| Q1 2019 | $626,000 | +17.7% | 9,261 | +4.0% | 0.23% | +7.5% |
| Q4 2018 | $532,000 | – | 8,906 | – | 0.21% | – |
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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% |