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 | $1,178,322 | -5.4% | 23,287 | -2.1% | 0.86% | -11.6% |
| Q2 2023 | $1,246,000 | +8.3% | 23,795 | 0.0% | 0.98% | -1.4% |
| Q1 2023 | $1,150,964 | +4.3% | 23,795 | -2.6% | 0.99% | +4.2% |
| Q4 2022 | $1,103,060 | +3.8% | 24,431 | -2.7% | 0.95% | +1.3% |
| Q3 2022 | $1,063,000 | -19.2% | 25,111 | -12.0% | 0.94% | -4.0% |
| Q2 2022 | $1,315,000 | -19.0% | 28,541 | -5.4% | 0.98% | -1.8% |
| Q1 2022 | $1,624,000 | -7.1% | 30,160 | +96.2% | 1.00% | -0.9% |
| Q4 2021 | $1,749,000 | +6.1% | 15,369 | -1.9% | 1.01% | -4.6% |
| Q3 2021 | $1,648,000 | +0.3% | 15,661 | -0.9% | 1.06% | -0.7% |
| Q2 2021 | $1,643,000 | +5.0% | 15,800 | -3.1% | 1.06% | -2.5% |
| Q1 2021 | $1,565,000 | +3.6% | 16,302 | -1.8% | 1.09% | -8.6% |
| Q4 2020 | $1,510,000 | +10.4% | 16,605 | -2.1% | 1.19% | -7.7% |
| Q3 2020 | $1,368,000 | +7.5% | 16,969 | -1.2% | 1.29% | -0.2% |
| Q2 2020 | $1,272,000 | +19.3% | 17,169 | -65.9% | 1.29% | +5.6% |
| Q1 2020 | $1,066,000 | -21.5% | 50,336 | +184.6% | 1.22% | -2.9% |
| Q4 2019 | $1,358,000 | – | 17,686 | – | 1.26% | – |
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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% |