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 | $1,823,252 | -4.2% | 36,183 | -1.5% | 0.04% | +5.3% |
| Q2 2023 | $1,903,610 | +5.4% | 36,721 | -0.7% | 0.04% | +8.6% |
| Q1 2023 | $1,805,651 | +61.6% | 36,986 | +51.5% | 0.04% | +52.2% |
| Q4 2022 | $1,117,285 | -45.6% | 24,411 | -49.7% | 0.02% | -51.1% |
| Q3 2022 | $2,052,000 | -9.0% | 48,567 | -0.8% | 0.05% | -6.0% |
| Q2 2022 | $2,256,000 | -18.9% | 48,978 | -7.8% | 0.05% | -7.4% |
| Q1 2022 | $2,781,000 | -12.6% | 53,094 | +85.9% | 0.05% | -1.8% |
| Q4 2021 | $3,181,000 | +33.5% | 28,557 | +26.6% | 0.06% | +27.9% |
| Q3 2021 | $2,383,000 | -0.1% | 22,552 | -0.2% | 0.04% | 0.0% |
| Q2 2021 | $2,386,000 | +9444.0% | 22,592 | +3985.4% | 0.04% | +760.0% |
| Q3 2015 | $25,000 | -40.5% | 553 | -34.8% | 0.01% | 0.0% |
| Q2 2015 | $42,000 | – | 848 | – | 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% |