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 | $2,185,819 | +88358.9% | 43,198 | -8.4% | 0.04% | -12.0% |
| Q2 2023 | $2,471 | +10.6% | 47,180 | +2.2% | 0.05% | +4.2% |
| Q1 2023 | $2,234 | +10.7% | 46,178 | +3.3% | 0.05% | +6.7% |
| Q4 2022 | $2,018 | -99.9% | 44,706 | +2.5% | 0.04% | -2.2% |
| Q3 2022 | $1,848,000 | -6.8% | 43,632 | -1.7% | 0.05% | 0.0% |
| Q2 2022 | $1,982,000 | -16.1% | 44,372 | +1.1% | 0.05% | -6.1% |
| Q1 2022 | $2,363,000 | -5.4% | 43,888 | +100.0% | 0.05% | -3.9% |
| Q4 2021 | $2,498,000 | +26.4% | 21,944 | +15.5% | 0.05% | +21.4% |
| Q3 2021 | $1,976,000 | +4.3% | 18,993 | +4.2% | 0.04% | +2.4% |
| Q2 2021 | $1,895,000 | +8.3% | 18,228 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,750,000 | +5.4% | 18,228 | -0.2% | 0.04% | -2.4% |
| Q4 2020 | $1,661,000 | +12.8% | 18,263 | 0.0% | 0.04% | -2.3% |
| Q3 2020 | $1,473,000 | +9.0% | 18,263 | +0.2% | 0.04% | 0.0% |
| Q2 2020 | $1,351,000 | +21.1% | 18,228 | 0.0% | 0.04% | -12.2% |
| Q1 2020 | $1,116,000 | -20.3% | 18,228 | 0.0% | 0.05% | -2.0% |
| Q4 2019 | $1,400,000 | +8.3% | 18,228 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $1,293,000 | +1.1% | 18,228 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $1,279,000 | +3.8% | 18,228 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $1,232,000 | +15.2% | 18,228 | +1.8% | 0.05% | -1.9% |
| Q4 2018 | $1,069,000 | -10.5% | 17,908 | +4.2% | 0.05% | +1.9% |
| Q3 2018 | $1,195,000 | +7.0% | 17,185 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $1,117,000 | +17.2% | 17,185 | +13.7% | 0.05% | +15.6% |
| Q1 2018 | $953,000 | -1.1% | 15,115 | 0.0% | 0.04% | +2.3% |
| Q4 2017 | $964,000 | -2.0% | 15,115 | -7.8% | 0.04% | -8.3% |
| Q3 2017 | $984,000 | +4.0% | 16,385 | 0.0% | 0.05% | +2.1% |
| Q2 2017 | $946,000 | +2.6% | 16,385 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $922,000 | +1.5% | 16,385 | -3.8% | 0.05% | -2.1% |
| Q4 2016 | $908,000 | – | 17,040 | – | 0.05% | – |
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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% |