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 | $217,985 | -22.6% | 4,308 | -19.9% | 0.03% | -18.8% |
| Q2 2023 | $281,646 | +39.6% | 5,378 | +28.9% | 0.03% | +33.3% |
| Q1 2023 | $201,800 | -28.3% | 4,172 | -33.1% | 0.02% | -31.4% |
| Q4 2022 | $281,510 | +20.3% | 6,235 | +12.7% | 0.04% | +12.9% |
| Q3 2022 | $234,000 | -14.9% | 5,534 | -10.2% | 0.03% | -11.4% |
| Q2 2022 | $275,000 | -14.3% | 6,162 | +3.3% | 0.04% | -5.4% |
| Q1 2022 | $321,000 | -16.2% | 5,964 | +77.4% | 0.04% | -17.8% |
| Q4 2021 | $383,000 | 0.0% | 3,362 | -8.7% | 0.04% | -6.2% |
| Q3 2021 | $383,000 | -26.5% | 3,683 | -26.5% | 0.05% | -27.3% |
| Q2 2021 | $521,000 | +119.8% | 5,012 | +103.5% | 0.07% | +106.2% |
| Q1 2021 | $237,000 | -32.1% | 2,463 | -35.8% | 0.03% | -39.6% |
| Q4 2020 | $349,000 | +140.7% | 3,838 | +113.9% | 0.05% | +112.0% |
| Q3 2020 | $145,000 | +9.0% | 1,794 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $133,000 | -25.7% | 1,794 | -38.5% | 0.02% | -35.9% |
| Q1 2020 | $179,000 | +397.2% | 2,919 | +518.4% | 0.04% | +550.0% |
| Q4 2019 | $36,000 | +44.0% | 472 | +31.5% | 0.01% | +50.0% |
| Q3 2019 | $25,000 | +78.6% | 359 | +79.5% | 0.00% | +100.0% |
| Q2 2019 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | -22.2% | 200 | -34.4% | 0.00% | -50.0% |
| Q4 2018 | $18,000 | -83.2% | 305 | -80.2% | 0.00% | -77.8% |
| Q3 2018 | $107,000 | +723.1% | 1,543 | +671.5% | 0.02% | +800.0% |
| Q2 2018 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -78.0% | 200 | -78.3% | 0.00% | -81.8% |
| Q4 2017 | $59,000 | 0.0% | 922 | -6.8% | 0.01% | 0.0% |
| Q3 2017 | $59,000 | -77.9% | 989 | -78.6% | 0.01% | -79.6% |
| Q2 2017 | $267,000 | +45.1% | 4,618 | +40.9% | 0.05% | +45.9% |
| Q1 2017 | $184,000 | -93.9% | 3,277 | -94.2% | 0.04% | -94.4% |
| Q4 2016 | $3,014,000 | +2116.2% | 56,582 | +2049.8% | 0.66% | +2179.3% |
| Q3 2016 | $136,000 | -74.3% | 2,632 | -75.2% | 0.03% | -75.0% |
| Q2 2016 | $529,000 | +1.9% | 10,627 | 0.0% | 0.12% | -0.9% |
| Q1 2016 | $519,000 | +0.6% | 10,627 | 0.0% | 0.12% | -0.8% |
| Q4 2015 | $516,000 | +6.2% | 10,627 | 0.0% | 0.12% | -2.5% |
| Q3 2015 | $486,000 | -21.6% | 10,627 | -15.5% | 0.12% | -10.4% |
| Q2 2015 | $620,000 | +1.5% | 12,582 | +2.0% | 0.14% | -1.5% |
| Q1 2015 | $611,000 | +20.5% | 12,332 | +19.3% | 0.14% | +12.3% |
| Q4 2014 | $507,000 | +4.3% | 10,337 | 0.0% | 0.12% | +8.0% |
| Q3 2014 | $486,000 | -6.4% | 10,337 | -6.8% | 0.11% | -3.4% |
| Q2 2014 | $519,000 | +262.9% | 11,087 | +241.5% | 0.12% | +225.0% |
| Q4 2013 | $143,000 | +85.7% | 3,247 | +69.8% | 0.04% | +28.6% |
| Q3 2013 | $77,000 | +54.0% | 1,912 | +46.9% | 0.03% | +100.0% |
| Q2 2013 | $50,000 | – | 1,302 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |