SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 985 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 | $4,683,917 | +5.9% | 103,741 | -0.6% | 2.12% | -3.1% |
| Q3 2022 | $4,421,000 | +21.3% | 104,399 | +27.9% | 2.18% | +24.5% |
| Q2 2022 | $3,646,000 | -11.1% | 81,629 | +7.2% | 1.75% | -34.3% |
| Q1 2022 | $4,100,000 | +47.6% | 76,132 | +212.0% | 2.67% | +69.4% |
| Q4 2021 | $2,778,000 | +44.5% | 24,405 | +32.1% | 1.58% | +31.2% |
| Q3 2021 | $1,922,000 | +12.3% | 18,471 | +12.1% | 1.20% | +11.6% |
| Q2 2021 | $1,712,000 | +25.1% | 16,470 | +15.5% | 1.08% | +17.5% |
| Q1 2021 | $1,369,000 | +154.5% | 14,256 | +141.1% | 0.92% | +104.9% |
| Q4 2020 | $538,000 | – | 5,913 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |