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 | $3,067,946 | -5.4% | 60,631 | -2.1% | 2.18% | +3.9% |
Q2 2023 | $3,243,921 | +9.9% | 61,942 | +1.5% | 2.10% | +0.3% |
Q1 2023 | $2,952,618 | +46.6% | 61,042 | +36.8% | 2.10% | +26.3% |
Q4 2022 | $2,014,067 | +7.3% | 44,608 | +0.6% | 1.66% | -4.9% |
Q3 2022 | $1,877,000 | -0.3% | 44,323 | +5.1% | 1.74% | +10.4% |
Q2 2022 | $1,883,000 | -7.8% | 42,173 | +11.2% | 1.58% | +15.3% |
Q1 2022 | $2,042,000 | -7.6% | 37,922 | +95.3% | 1.37% | -10.3% |
Q4 2021 | $2,210,000 | -7.4% | 19,416 | -15.3% | 1.53% | -12.2% |
Q3 2021 | $2,386,000 | -1.4% | 22,936 | -1.5% | 1.74% | -2.3% |
Q2 2021 | $2,421,000 | +9.4% | 23,286 | +1.0% | 1.78% | -0.1% |
Q1 2021 | $2,213,000 | +2.4% | 23,046 | -3.0% | 1.78% | -4.9% |
Q4 2020 | $2,161,000 | +9.0% | 23,756 | -3.4% | 1.87% | -5.8% |
Q3 2020 | $1,983,000 | +13.1% | 24,591 | +4.0% | 1.99% | -28.3% |
Q2 2020 | $1,753,000 | +27.1% | 23,651 | +5.1% | 2.77% | -5.9% |
Q1 2020 | $1,379,000 | -16.9% | 22,511 | +4.1% | 2.95% | +12.1% |
Q4 2019 | $1,660,000 | – | 21,617 | – | 2.63% | – |
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% |