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 | $6,318,936 | +6.2% | 124,880 | +9.9% | 0.41% | +12.7% |
| Q2 2023 | $5,949,031 | +678.5% | 113,596 | +619.0% | 0.36% | +640.8% |
| Q1 2023 | $764,205 | +4.1% | 15,799 | -2.9% | 0.05% | -5.8% |
| Q4 2022 | $734,371 | +85093.9% | 16,265 | -20.1% | 0.05% | -22.4% |
| Q3 2022 | $862 | -7.2% | 20,362 | -2.1% | 0.07% | -8.2% |
| Q2 2022 | $929 | -24.0% | 20,806 | -8.4% | 0.07% | -12.0% |
| Q1 2022 | $1,223 | -2.5% | 22,715 | +105.9% | 0.08% | -14.4% |
| Q4 2021 | $1,255 | – | 11,030 | – | 0.10% | – |
Download | ||||||
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% |