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 | $375,857 | -14.5% | 7,428 | -11.6% | 0.07% | -17.0% |
| Q2 2023 | $439,804 | +7.4% | 8,398 | -0.8% | 0.09% | -1.1% |
| Q1 2023 | $409,404 | -10.3% | 8,464 | -16.3% | 0.09% | -23.3% |
| Q4 2022 | $456,328 | +61.2% | 10,107 | +50.9% | 0.12% | -32.6% |
| Q3 2022 | $283,000 | -5.4% | 6,700 | 0.0% | 0.17% | +3.0% |
| Q2 2022 | $299,000 | -16.9% | 6,700 | 0.0% | 0.17% | -28.9% |
| Q1 2022 | $360,000 | -5.5% | 6,700 | +100.0% | 0.24% | -21.1% |
| Q4 2021 | $381,000 | – | 3,350 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |