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 | $5,058,114 | -9.9% | 99,963 | -6.7% | 3.33% | -6.7% |
| Q2 2023 | $5,613,683 | +6.0% | 107,193 | -2.1% | 3.57% | +2.6% |
| Q1 2023 | $5,294,921 | +4.7% | 109,467 | -2.3% | 3.48% | -0.3% |
| Q4 2022 | $5,058,586 | +8.1% | 112,040 | +1.4% | 3.49% | -1.9% |
| Q3 2022 | $4,679,000 | -1.7% | 110,454 | +3.7% | 3.56% | +7.2% |
| Q2 2022 | $4,758,000 | -17.2% | 106,538 | -0.1% | 3.32% | -3.7% |
| Q1 2022 | $5,744,000 | -15.1% | 106,659 | +79.6% | 3.45% | -11.5% |
| Q4 2021 | $6,762,000 | +7.4% | 59,402 | -1.9% | 3.90% | -0.9% |
| Q3 2021 | $6,299,000 | -2.4% | 60,554 | -2.5% | 3.93% | -2.9% |
| Q2 2021 | $6,457,000 | -6.6% | 62,104 | -13.8% | 4.05% | -12.3% |
| Q1 2021 | $6,915,000 | -18.7% | 72,069 | -23.0% | 4.62% | -25.2% |
| Q4 2020 | $8,508,000 | +10.1% | 93,549 | -2.4% | 6.18% | -7.6% |
| Q3 2020 | $7,727,000 | +9.5% | 95,830 | +0.6% | 6.69% | +4.8% |
| Q2 2020 | $7,057,000 | +23.2% | 95,237 | +1.9% | 6.38% | +5.4% |
| Q1 2020 | $5,726,000 | -20.0% | 93,487 | +0.4% | 6.05% | -1.2% |
| Q4 2019 | $7,154,000 | – | 93,141 | – | 6.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |