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 | $270 | -2.9% | 5,346 | +0.5% | 0.08% | +5.5% |
| Q2 2023 | $278 | +15.8% | 5,318 | 0.0% | 0.07% | +12.3% |
| Q1 2023 | $240 | +6.7% | 5,318 | 0.0% | 0.06% | -7.1% |
| Q4 2022 | $225 | -99.9% | 5,318 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $225,000 | +9.2% | 5,318 | +15.4% | 0.07% | +9.4% |
| Q2 2022 | $206,000 | +243.3% | 4,608 | +315.9% | 0.06% | +276.5% |
| Q1 2022 | $60,000 | -4.8% | 1,108 | +100.0% | 0.02% | -5.6% |
| Q4 2021 | $63,000 | +8.6% | 554 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $58,000 | +31.8% | 554 | +29.7% | 0.02% | +38.5% |
| Q2 2021 | $44,000 | +7.3% | 427 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $41,000 | +5.1% | 427 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $39,000 | +14.7% | 427 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $34,000 | +6.2% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 427 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | – | 427 | – | 0.01% | – |
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% |