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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,652 | -99.9% | 169,481 | +1.9% | 5.32% | +3.5% |
| Q3 2022 | $7,042,000 | +44.2% | 166,287 | +52.0% | 5.14% | +35.2% |
| Q2 2022 | $4,885,000 | +272.9% | 109,389 | +349.5% | 3.80% | +523.6% |
| Q1 2022 | $1,310,000 | +71.2% | 24,337 | +262.2% | 0.61% | +72.8% |
| Q4 2021 | $765,000 | +10.2% | 6,719 | +0.7% | 0.35% | -1.1% |
| Q3 2021 | $694,000 | -74.7% | 6,672 | -74.7% | 0.36% | -74.3% |
| Q2 2021 | $2,745,000 | +7.6% | 26,398 | -0.6% | 1.39% | 0.0% |
| Q1 2021 | $2,551,000 | – | 26,566 | – | 1.39% | – |
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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% |