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 2021 | $374,000 | +6.2% | 3,284 | -2.9% | 0.04% | -11.8% |
| Q3 2021 | $352,000 | 0.0% | 3,383 | +0.0% | 0.05% | -1.9% |
| Q2 2021 | $352,000 | +0.3% | 3,382 | -7.5% | 0.05% | -17.5% |
| Q1 2021 | $351,000 | +5.7% | 3,656 | +0.0% | 0.06% | -13.7% |
| Q4 2020 | $332,000 | +53.7% | 3,655 | +36.3% | 0.07% | +4.3% |
| Q3 2020 | $216,000 | -22.6% | 2,682 | -26.1% | 0.07% | -38.6% |
| Q4 2019 | $279,000 | -28.5% | 3,629 | -40.7% | 0.11% | -72.0% |
| Q4 2017 | $390,000 | -14.3% | 6,116 | -19.4% | 0.41% | -28.2% |
| Q3 2017 | $455,000 | – | 7,584 | – | 0.57% | – |
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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% |