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 2023 | $1,416,374 | +52.4% | 25,113 | +36.7% | 0.20% | +56.8% |
Q3 2023 | $929,522 | +98.2% | 18,370 | +105.1% | 0.12% | +86.6% |
Q2 2023 | $469,078 | -16.9% | 8,957 | -23.2% | 0.07% | -24.7% |
Q1 2023 | $564,182 | +18.8% | 11,664 | +10.9% | 0.09% | +6.0% |
Q4 2022 | $474,928 | +7.9% | 10,519 | +1.2% | 0.08% | -23.6% |
Q3 2022 | $440,000 | -6.6% | 10,396 | -1.4% | 0.11% | -17.3% |
Q2 2022 | $471,000 | -17.1% | 10,544 | +0.0% | 0.13% | -6.3% |
Q1 2022 | $568,000 | +54.8% | 10,542 | +226.8% | 0.14% | +47.9% |
Q4 2021 | $367,000 | – | 3,226 | – | 0.10% | – |
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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% |