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% | – |
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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% |