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 | $393,111 | -3.4% | 7,769 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $406,863 | +8.3% | 7,769 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $375,787 | +7.1% | 7,769 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $350,770 | +9.3% | 7,769 | +2.5% | 0.06% | -1.8% |
| Q3 2022 | $321,000 | +47.2% | 7,577 | +87.1% | 0.06% | +75.0% |
| Q1 2022 | $218,000 | -23.8% | 4,050 | +60.9% | 0.03% | -25.6% |
| Q4 2021 | $286,000 | +9.2% | 2,517 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $262,000 | -1.1% | 2,517 | -1.3% | 0.04% | 0.0% |
| Q2 2021 | $265,000 | +8.2% | 2,550 | 0.0% | 0.04% | +5.1% |
| Q1 2021 | $245,000 | -0.4% | 2,550 | -5.9% | 0.04% | -2.5% |
| Q4 2020 | $246,000 | +6.5% | 2,709 | -5.3% | 0.04% | -9.1% |
| Q3 2020 | $231,000 | +9.0% | 2,860 | 0.0% | 0.04% | +4.8% |
| Q2 2020 | $212,000 | -47.7% | 2,860 | -45.7% | 0.04% | -45.5% |
| Q4 2019 | $405,000 | – | 5,268 | – | 0.08% | – |
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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% |