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 | $15,825,619 | -5.8% | 312,759 | -2.5% | 1.97% | -10.6% |
| Q2 2023 | $16,798,798 | +10.6% | 320,771 | +2.1% | 2.20% | +5.6% |
| Q1 2023 | $15,190,784 | +68.5% | 314,054 | +57.3% | 2.08% | +9.3% |
| Q4 2022 | $9,016,749 | +9.3% | 199,707 | +2.5% | 1.91% | +3.1% |
| Q3 2022 | $8,251,000 | -2.5% | 194,834 | +2.9% | 1.85% | +4.5% |
| Q2 2022 | $8,460,000 | -14.4% | 189,432 | +3.2% | 1.77% | -5.8% |
| Q1 2022 | $9,887,000 | -3.7% | 183,595 | +103.6% | 1.88% | -3.1% |
| Q4 2021 | $10,264,000 | +12.5% | 90,174 | +2.8% | 1.94% | +1.8% |
| Q3 2021 | $9,124,000 | +0.3% | 87,702 | +0.2% | 1.91% | -0.3% |
| Q2 2021 | $9,098,000 | +17.1% | 87,508 | +8.2% | 1.91% | +5.7% |
| Q1 2021 | $7,768,000 | +15.9% | 80,891 | +9.7% | 1.81% | +10.4% |
| Q4 2020 | $6,704,000 | +19.1% | 73,714 | +5.6% | 1.64% | +10.5% |
| Q3 2020 | $5,631,000 | +12.8% | 69,834 | +3.7% | 1.48% | +5.6% |
| Q2 2020 | $4,990,000 | +50.6% | 67,343 | +24.5% | 1.40% | +22.7% |
| Q1 2020 | $3,313,000 | -8.8% | 54,083 | +14.3% | 1.14% | +11.6% |
| Q4 2019 | $3,634,000 | +40.3% | 47,313 | +29.5% | 1.03% | +32.9% |
| Q3 2019 | $2,591,000 | +50.7% | 36,536 | +49.2% | 0.77% | +52.0% |
| Q2 2019 | $1,719,000 | – | 24,485 | – | 0.51% | – |
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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% |