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 | $218,069 | +8.0% | 4,164 | 0.0% | 0.23% | +3.1% |
Q1 2023 | $201,996 | -13.3% | 4,164 | -3.9% | 0.22% | -1.8% |
Q2 2022 | $233,000 | 0.0% | 4,334 | 0.0% | 0.23% | +17.6% |
Q1 2022 | $233,000 | -6.0% | 4,334 | +100.0% | 0.19% | -2.5% |
Q4 2021 | $248,000 | +8.8% | 2,167 | -1.2% | 0.20% | -15.7% |
Q3 2021 | $228,000 | 0.0% | 2,193 | 0.0% | 0.24% | 0.0% |
Q2 2021 | $228,000 | -49.0% | 2,193 | -52.9% | 0.24% | -54.3% |
Q1 2021 | $447,000 | +0.9% | 4,655 | -4.5% | 0.51% | +0.6% |
Q4 2020 | $443,000 | – | 4,875 | – | 0.51% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |