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 | $31,405,640 | -2.0% | 620,665 | +1.4% | 3.61% | -0.7% |
| Q2 2023 | $32,044,863 | +14.1% | 611,893 | +5.4% | 3.63% | +7.5% |
| Q1 2023 | $28,093,416 | -16.7% | 580,802 | -22.2% | 3.38% | -24.0% |
| Q4 2022 | $33,706,799 | +6.8% | 746,551 | +0.2% | 4.45% | -4.1% |
| Q3 2022 | $31,560,000 | +0.3% | 745,219 | +5.8% | 4.64% | +0.8% |
| Q2 2022 | $31,470,000 | -15.2% | 704,658 | +2.2% | 4.60% | -2.5% |
| Q1 2022 | $37,118,000 | +7.6% | 689,286 | +127.5% | 4.72% | +3.2% |
| Q4 2021 | $34,491,000 | +26.5% | 303,027 | +15.7% | 4.57% | -7.0% |
| Q3 2021 | $27,255,000 | +7.7% | 261,995 | +7.6% | 4.91% | +7.3% |
| Q2 2021 | $25,316,000 | +19.6% | 243,498 | +10.4% | 4.58% | -0.7% |
| Q1 2021 | $21,174,000 | +15.7% | 220,493 | +9.6% | 4.61% | +44.2% |
| Q4 2020 | $18,303,000 | – | 201,245 | – | 3.20% | – |
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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% |