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 | $584,939 | -2.6% | 11,438 | 0.0% | 0.15% | +0.7% |
Q2 2023 | $600,495 | +7.7% | 11,438 | +0.3% | 0.15% | +2.1% |
Q1 2023 | $557,460 | +3.4% | 11,407 | +0.2% | 0.15% | 0.0% |
Q4 2022 | $539,174 | +5.5% | 11,387 | -0.3% | 0.15% | -7.0% |
Q3 2022 | $511,000 | -6.6% | 11,418 | +1.5% | 0.16% | -0.6% |
Q2 2022 | $547,000 | -3.4% | 11,247 | +1.3% | 0.16% | +5.3% |
Q1 2022 | $566,000 | -12.5% | 11,102 | +91.2% | 0.15% | -11.8% |
Q4 2021 | $647,000 | +1.9% | 5,807 | -1.1% | 0.17% | -2.9% |
Q3 2021 | $635,000 | -3.8% | 5,869 | -6.0% | 0.18% | -7.4% |
Q2 2021 | $660,000 | -45.7% | 6,243 | -49.4% | 0.19% | -52.2% |
Q1 2021 | $1,215,000 | -22.8% | 12,331 | -25.1% | 0.40% | -26.3% |
Q4 2020 | $1,574,000 | +16.9% | 16,467 | -2.7% | 0.54% | -0.9% |
Q3 2020 | $1,347,000 | -1.5% | 16,917 | -0.3% | 0.54% | -1.8% |
Q2 2020 | $1,368,000 | +20.0% | 16,974 | -1.1% | 0.55% | -3.3% |
Q1 2020 | $1,140,000 | -44.3% | 17,162 | -34.3% | 0.57% | -37.4% |
Q4 2019 | $2,046,000 | +4.5% | 26,117 | +0.1% | 0.91% | -4.8% |
Q3 2019 | $1,957,000 | – | 26,103 | – | 0.96% | – |
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% |