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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $96,000 | -17.2% | 2,154 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $116,000 | 0.0% | 2,154 | +111.8% | 0.03% | 0.0% |
Q4 2021 | $116,000 | +9.4% | 1,017 | 0.0% | 0.03% | +3.1% |
Q3 2021 | $106,000 | 0.0% | 1,017 | 0.0% | 0.03% | +3.2% |
Q2 2021 | $106,000 | +8.2% | 1,017 | 0.0% | 0.03% | -3.1% |
Q1 2021 | $98,000 | +6.5% | 1,017 | 0.0% | 0.03% | +3.2% |
Q4 2020 | $92,000 | +12.2% | 1,017 | 0.0% | 0.03% | -3.1% |
Q3 2020 | $82,000 | -8.9% | 1,017 | -17.2% | 0.03% | -13.5% |
Q2 2020 | $90,000 | +80.0% | 1,228 | +47.6% | 0.04% | +42.3% |
Q1 2020 | $50,000 | -20.6% | 832 | 0.0% | 0.03% | -10.3% |
Q4 2019 | $63,000 | +6.8% | 832 | 0.0% | 0.03% | -3.3% |
Q3 2019 | $59,000 | +1.7% | 832 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $58,000 | +3.6% | 832 | 0.0% | 0.03% | +3.4% |
Q1 2019 | $56,000 | +14.3% | 832 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $49,000 | +250.0% | 832 | +322.3% | 0.03% | +314.3% |
Q3 2018 | $14,000 | – | 197 | – | 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% |