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 | $595,960 | -7.2% | 11,778 | -3.9% | 0.23% | -5.8% |
| Q2 2023 | $642,024 | +7.6% | 12,259 | -0.6% | 0.24% | -1.6% |
| Q1 2023 | $596,664 | +1.8% | 12,335 | -5.0% | 0.24% | -4.7% |
| Q4 2022 | $585,996 | +6.7% | 12,979 | +0.2% | 0.26% | -1.2% |
| Q3 2022 | $549,000 | -6.3% | 12,957 | -1.2% | 0.26% | -1.1% |
| Q2 2022 | $586,000 | -52.8% | 13,121 | -43.1% | 0.26% | -46.9% |
| Q1 2022 | $1,242,000 | -12.2% | 23,071 | +85.6% | 0.49% | -14.1% |
| Q4 2021 | $1,415,000 | – | 12,433 | – | 0.57% | – |
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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% |