SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,059,116 | -23.8% | 39,319 | -29.6% | 0.40% | -27.0% |
Q1 2023 | $2,702,560 | +6.8% | 55,873 | -0.3% | 0.55% | +1.7% |
Q4 2022 | $2,530,874 | +3.9% | 56,055 | -2.6% | 0.54% | -4.6% |
Q3 2022 | $2,437,000 | -8.9% | 57,556 | -3.9% | 0.57% | +4.4% |
Q2 2022 | $2,674,000 | -19.2% | 59,871 | -2.6% | 0.54% | -1.4% |
Q1 2022 | $3,310,000 | -15.9% | 61,459 | +77.7% | 0.55% | -12.1% |
Q4 2021 | $3,937,000 | +1.4% | 34,586 | -19.0% | 0.63% | -23.1% |
Q4 2020 | $3,884,000 | +171.4% | 42,706 | +140.5% | 0.82% | +28.6% |
Q3 2020 | $1,431,000 | +4.6% | 17,754 | -3.8% | 0.64% | -10.9% |
Q2 2020 | $1,368,000 | +33.2% | 18,462 | +10.1% | 0.71% | +6.1% |
Q1 2020 | $1,027,000 | -16.0% | 16,761 | +5.4% | 0.67% | -12.8% |
Q4 2019 | $1,222,000 | – | 15,908 | – | 0.77% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |