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 | $796,950 | -3.4% | 15,750 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $824,830 | -78.1% | 15,750 | -79.8% | 0.00% | -80.0% |
| Q1 2023 | $3,768,750 | +7.1% | 77,915 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $3,517,862 | +28.9% | 77,915 | +20.9% | 0.02% | +17.6% |
| Q3 2022 | $2,729,000 | -5.1% | 64,430 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $2,877,000 | -17.1% | 64,430 | 0.0% | 0.02% | -5.3% |
| Q1 2022 | $3,470,000 | -5.4% | 64,430 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $3,667,000 | +271.9% | 32,215 | +150.9% | 0.02% | +111.1% |
| Q4 2019 | $986,000 | +8.2% | 12,838 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $911,000 | +25.1% | 12,838 | +23.8% | 0.01% | +28.6% |
| Q2 2019 | $728,000 | +3.9% | 10,370 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $701,000 | +202.2% | 10,370 | +166.6% | 0.01% | +133.3% |
| Q4 2018 | $232,000 | -14.4% | 3,890 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $271,000 | – | 3,890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |