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 | 8,244,869 | $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% |