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 | ||||
|---|---|---|---|---|---|---|
| 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 | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |