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 | $665,030 | +4.9% | 13,143 | +8.6% | 0.47% | +7.5% |
| Q2 2023 | $634,051 | +35.2% | 12,107 | +24.9% | 0.44% | -6.6% |
| Q1 2023 | $468,953 | +64.4% | 9,695 | +53.5% | 0.47% | +58.6% |
| Q4 2022 | $285,209 | +33.9% | 6,317 | +25.8% | 0.30% | +25.3% |
| Q3 2022 | $213,000 | +1.9% | 5,021 | +7.1% | 0.24% | +2.2% |
| Q2 2022 | $209,000 | -22.0% | 4,688 | -5.7% | 0.23% | -24.7% |
| Q1 2022 | $268,000 | -16.2% | 4,971 | +77.0% | 0.31% | -15.8% |
| Q4 2021 | $320,000 | +3.9% | 2,809 | -5.1% | 0.37% | +38.6% |
| Q3 2021 | $308,000 | +2.0% | 2,959 | +2.0% | 0.26% | +1.1% |
| Q2 2021 | $302,000 | +18.9% | 2,902 | +9.7% | 0.26% | +15.5% |
| Q1 2021 | $254,000 | +9.0% | 2,645 | +3.1% | 0.23% | +2.7% |
| Q4 2020 | $233,000 | – | 2,566 | – | 0.22% | – |
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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% |