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 | 8,116,431 | $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% |