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 | $17,862,713 | -6.6% | 353,018 | -3.3% | 15.46% | -3.2% |
| Q2 2023 | $19,117,604 | +5.1% | 365,049 | -2.9% | 15.97% | -11.9% |
| Q1 2023 | $18,184,403 | +6.3% | 375,944 | -0.7% | 18.12% | +9.9% |
| Q4 2022 | $17,099,824 | +6.6% | 378,734 | -0.0% | 16.48% | +3.1% |
| Q3 2022 | $16,043,000 | -4.7% | 378,825 | +0.5% | 15.99% | -6.6% |
| Q2 2022 | $16,826,000 | -17.0% | 376,757 | +0.0% | 17.12% | -12.5% |
| Q1 2022 | $20,279,000 | -7.1% | 376,591 | +96.3% | 19.57% | -5.8% |
| Q4 2021 | $21,831,000 | – | 191,800 | – | 20.77% | – |
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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% |