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 2022 | $2,008,304 | +696.9% | 47,422 | +740.4% | 0.08% | +750.0% |
| Q2 2022 | $252,007 | -23.5% | 5,643 | -7.7% | 0.01% | -9.1% |
| Q1 2022 | $329,374 | -91.7% | 6,117 | -82.5% | 0.01% | -91.8% |
| Q4 2021 | $3,984,268 | +1461.3% | 35,005 | +1327.0% | 0.13% | +1240.0% |
| Q3 2021 | $255,183 | -90.8% | 2,453 | -90.8% | 0.01% | -90.7% |
| Q2 2021 | $2,775,801 | +2266.9% | 26,698 | +2086.6% | 0.11% | +2060.0% |
| Q1 2021 | $117,278 | +185.1% | 1,221 | +170.1% | 0.01% | +150.0% |
| Q4 2020 | $41,137 | -72.2% | 452 | -75.4% | 0.00% | -77.8% |
| Q3 2020 | $147,995 | +4.0% | 1,835 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $142,308 | -9.8% | 1,920 | -25.4% | 0.01% | -30.8% |
| Q1 2020 | $157,744 | +11.1% | 2,575 | +39.3% | 0.01% | +30.0% |
| Q4 2019 | $141,976 | +137.1% | 1,848 | +119.0% | 0.01% | +100.0% |
| Q3 2019 | $59,888 | -39.1% | 844 | -39.8% | 0.01% | -37.5% |
| Q2 2019 | $98,369 | +31.0% | 1,401 | +26.2% | 0.01% | +14.3% |
| Q1 2019 | $75,079 | +438.9% | 1,110 | +376.4% | 0.01% | +250.0% |
| Q4 2018 | $13,932 | -85.4% | 233 | -83.1% | 0.00% | -81.8% |
| Q3 2018 | $95,627 | +14.7% | 1,375 | +7.3% | 0.01% | 0.0% |
| Q2 2018 | $83,344 | +5.4% | 1,282 | +2.3% | 0.01% | -8.3% |
| Q1 2018 | $79,065 | -96.8% | 1,253 | -96.8% | 0.01% | -97.0% |
| Q4 2017 | $2,491,196 | – | 39,059 | – | 0.39% | – |
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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% |