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 | $293,834 | +2.9% | 5,807 | +6.5% | 0.01% | +9.1% |
| Q2 2023 | $285,521 | +8.3% | 5,452 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $263,713 | +7.1% | 5,452 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $246,158 | +6.6% | 5,452 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $231,000 | -21.4% | 5,452 | -17.1% | 0.01% | -23.1% |
| Q2 2022 | $294,000 | 0.0% | 6,578 | +20.7% | 0.01% | +18.2% |
| Q1 2022 | $294,000 | -19.0% | 5,452 | +70.8% | 0.01% | -21.4% |
| Q4 2021 | $363,000 | +27.8% | 3,192 | +17.1% | 0.01% | +16.7% |
| Q3 2021 | $284,000 | +0.4% | 2,726 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $283,000 | +8.0% | 2,726 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $262,000 | +38.6% | 2,726 | +31.1% | 0.01% | +30.0% |
| Q4 2020 | $189,000 | +12.5% | 2,080 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $168,000 | +9.1% | 2,080 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $154,000 | – | 2,080 | – | 0.01% | – |
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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% |