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 | $22,421,999 | +8.8% | 443,123 | +12.6% | 13.78% | +4.3% |
Q2 2023 | $20,606,980 | +10.0% | 393,489 | +1.0% | 13.22% | -2.3% |
Q1 2023 | $18,738,086 | +14.7% | 389,455 | +7.7% | 13.53% | +4.6% |
Q4 2022 | $16,330,627 | -21.2% | 361,697 | -26.1% | 12.93% | -30.8% |
Q3 2022 | $20,734,517 | -2.8% | 489,599 | +2.5% | 18.70% | +3.8% |
Q2 2022 | $21,338,911 | -30.0% | 477,808 | -15.6% | 18.01% | -16.5% |
Q1 2022 | $30,472,317 | -5.9% | 565,874 | +99.0% | 21.58% | +14.0% |
Q4 2021 | $32,367,185 | +17.4% | 284,372 | +7.3% | 18.94% | +6.6% |
Q3 2021 | $27,561,455 | +2.3% | 264,938 | +2.3% | 17.76% | +1.0% |
Q2 2021 | $26,934,877 | +1.7% | 259,064 | -6.1% | 17.59% | +0.1% |
Q1 2021 | $26,481,951 | +4.2% | 275,767 | -1.3% | 17.56% | -9.2% |
Q4 2020 | $25,408,959 | – | 279,373 | – | 19.35% | – |
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% |