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 | $1,180,751 | -3.4% | 23,335 | 0.0% | 0.14% | -9.9% |
| Q2 2023 | $1,222,054 | +259.4% | 23,335 | +231.9% | 0.15% | +204.0% |
| Q1 2023 | $340,041 | +7.1% | 7,030 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $317,405 | +6.5% | 7,030 | 0.0% | 0.05% | -16.9% |
| Q3 2022 | $298,000 | +14.2% | 7,030 | +20.2% | 0.06% | +20.4% |
| Q2 2022 | $261,000 | -17.1% | 5,850 | 0.0% | 0.05% | -8.5% |
| Q1 2022 | $315,000 | -5.4% | 5,850 | +100.0% | 0.06% | -9.2% |
| Q4 2021 | $333,000 | -63.7% | 2,925 | -66.9% | 0.06% | -67.3% |
| Q2 2021 | $918,000 | +8.5% | 8,832 | +0.3% | 0.20% | 0.0% |
| Q1 2021 | $846,000 | +6.0% | 8,805 | +0.7% | 0.20% | -1.0% |
| Q4 2020 | $798,000 | +13.2% | 8,743 | +0.0% | 0.20% | 0.0% |
| Q3 2020 | $705,000 | +9.5% | 8,742 | +0.6% | 0.20% | +3.1% |
| Q2 2020 | $644,000 | – | 8,690 | – | 0.20% | – |
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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% |