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 | $79,948 | -4.3% | 1,580 | -0.9% | 0.04% | -4.3% |
Q2 2023 | $83,528 | +0.6% | 1,595 | -7.1% | 0.05% | -6.0% |
Q1 2023 | $83,041 | +6.5% | 1,717 | -0.7% | 0.05% | -2.0% |
Q4 2022 | $78,000 | -15.2% | 1,729 | -20.4% | 0.05% | -25.0% |
Q3 2022 | $92,000 | -8.0% | 2,173 | -3.3% | 0.07% | -8.1% |
Q2 2022 | $100,000 | -14.5% | 2,246 | +3.3% | 0.07% | -17.8% |
Q1 2022 | $117,000 | -20.9% | 2,174 | +67.2% | 0.09% | -20.4% |
Q4 2021 | $148,000 | – | 1,300 | – | 0.11% | – |
Download |
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% |