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 | $3,409,575 | +1449.2% | 65,031 | +1329.3% | 3.11% | +1432.5% |
| Q1 2023 | $220,084 | +105203.3% | 4,550 | -1.5% | 0.20% | +2.0% |
| Q4 2022 | $209 | -99.9% | 4,620 | -21.7% | 0.20% | -15.7% |
| Q2 2022 | $263,000 | -59.4% | 5,898 | -51.0% | 0.24% | -49.8% |
| Q1 2022 | $648,000 | -27.9% | 12,028 | +39.1% | 0.47% | -25.9% |
| Q4 2021 | $899,000 | +42.7% | 8,644 | +42.8% | 0.63% | +34.3% |
| Q3 2021 | $630,000 | -29.9% | 6,054 | -30.0% | 0.47% | -25.6% |
| Q2 2021 | $899,000 | -5.8% | 8,644 | -13.0% | 0.63% | -10.1% |
| Q1 2021 | $954,000 | +1.4% | 9,931 | -4.0% | 0.70% | -6.7% |
| Q4 2020 | $941,000 | +11.4% | 10,341 | -1.4% | 0.76% | -1.3% |
| Q3 2020 | $845,000 | +144.9% | 10,486 | +125.5% | 0.77% | +74.9% |
| Q2 2020 | $345,000 | -42.5% | 4,651 | -52.5% | 0.44% | -43.9% |
| Q1 2020 | $600,000 | -20.2% | 9,792 | +0.1% | 0.78% | -3.9% |
| Q4 2019 | $752,000 | +7.4% | 9,787 | -0.9% | 0.81% | +2.4% |
| Q3 2019 | $700,000 | -20.2% | 9,872 | -21.0% | 0.79% | -19.7% |
| Q2 2019 | $877,000 | -5.9% | 12,490 | -9.4% | 0.99% | -8.3% |
| Q1 2019 | $932,000 | +1.9% | 13,790 | -10.1% | 1.08% | -2.5% |
| Q4 2018 | $915,000 | – | 15,335 | – | 1.11% | – |
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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% |