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 | $1,345,996 | +31.6% | 26,601 | +36.2% | 0.14% | +27.4% |
| Q2 2023 | $1,022,492 | +55.1% | 19,524 | +43.2% | 0.11% | +48.7% |
| Q1 2023 | $659,448 | +12.9% | 13,633 | +5.4% | 0.08% | +5.6% |
| Q4 2022 | $583,984 | -22.3% | 12,934 | -27.2% | 0.07% | -41.0% |
| Q3 2022 | $752,000 | -10.3% | 17,768 | -5.3% | 0.12% | -5.4% |
| Q2 2022 | $838,000 | -21.3% | 18,765 | -5.2% | 0.13% | -11.6% |
| Q1 2022 | $1,065,000 | +83.3% | 19,785 | +287.4% | 0.15% | +73.8% |
| Q4 2021 | $581,000 | – | 5,107 | – | 0.08% | – |
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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% |