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 | $1,210,352 | -11.5% | 23,920 | -8.5% | 0.21% | -10.5% |
| Q2 2023 | $1,368,323 | -4.2% | 26,128 | -11.5% | 0.24% | -12.5% |
| Q1 2023 | $1,428,269 | +7.1% | 29,528 | 0.0% | 0.27% | -7.5% |
| Q4 2022 | $1,333,189 | +6.6% | 29,528 | 0.0% | 0.29% | +6.2% |
| Q3 2022 | $1,251,000 | -10.1% | 29,528 | -5.2% | 0.28% | -5.2% |
| Q2 2022 | $1,391,000 | -17.1% | 31,150 | 0.0% | 0.29% | +10.6% |
| Q1 2022 | $1,677,000 | -5.4% | 31,150 | +100.0% | 0.26% | -1.5% |
| Q4 2021 | $1,773,000 | +7.9% | 15,577 | -1.4% | 0.27% | +1.1% |
| Q3 2021 | $1,643,000 | -3.3% | 15,793 | -3.3% | 0.26% | +0.4% |
| Q2 2021 | $1,699,000 | +7.2% | 16,339 | -6.3% | 0.26% | -14.1% |
| Q4 2020 | $1,585,000 | +7.3% | 17,437 | -12.5% | 0.31% | -20.1% |
| Q2 2020 | $1,477,000 | – | 19,939 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |