Callan Capital, LLC - SCHWAB STRATEGIC TR ownership

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
Callan Capital, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$581,0005,1070.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders