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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |