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 | $480,669 | -6.7% | 9,499 | -3.5% | 0.02% | -4.5% |
| Q2 2023 | $515,359 | +75.3% | 9,841 | +80.5% | 0.02% | +83.3% |
| Q1 2022 | $294,000 | -4.9% | 5,451 | +100.7% | 0.01% | 0.0% |
| Q4 2021 | $309,000 | +9.6% | 2,716 | +0.0% | 0.01% | -7.7% |
| Q3 2021 | $282,000 | +0.4% | 2,715 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | +8.1% | 2,706 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $260,000 | – | 2,705 | – | 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% |