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 | $15,917,778 | +1.4% | 314,581 | +5.0% | 8.35% | +0.9% |
| Q2 2023 | $15,693,818 | +10.0% | 299,672 | +1.6% | 8.28% | -0.7% |
| Q1 2023 | $14,272,539 | +28.0% | 295,070 | +24.5% | 8.33% | +30.3% |
| Q4 2022 | $11,148,861 | -26.6% | 237,008 | -33.9% | 6.39% | -24.9% |
| Q3 2022 | $15,185,000 | +3.8% | 358,566 | +9.4% | 8.51% | +7.1% |
| Q2 2022 | $14,634,000 | +0.4% | 327,669 | +21.0% | 7.95% | +4.8% |
| Q1 2022 | $14,582,000 | +7.2% | 270,793 | +126.5% | 7.58% | +3.0% |
| Q4 2021 | $13,606,000 | – | 119,542 | – | 7.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |