SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,750,787 | -9.0% | 34,601 | -5.8% | 0.41% | -5.3% |
| Q2 2023 | $1,924,117 | +5.6% | 36,741 | -2.5% | 0.43% | -0.9% |
| Q1 2023 | $1,822,018 | -1.7% | 37,668 | -8.3% | 0.43% | -3.1% |
| Q4 2022 | $1,854,282 | +6.0% | 41,069 | -0.6% | 0.45% | -1.3% |
| Q3 2022 | $1,749,000 | -6.1% | 41,302 | -0.9% | 0.45% | +1.8% |
| Q2 2022 | $1,862,000 | -28.7% | 41,682 | -14.0% | 0.45% | -14.1% |
| Q1 2022 | $2,610,000 | -17.2% | 48,466 | +75.0% | 0.52% | -4.4% |
| Q4 2021 | $3,152,000 | +7.7% | 27,693 | -1.6% | 0.54% | -2.0% |
| Q3 2021 | $2,928,000 | +0.1% | 28,144 | +0.1% | 0.55% | +2.8% |
| Q2 2021 | $2,925,000 | +2.0% | 28,129 | -5.8% | 0.54% | -1.5% |
| Q1 2021 | $2,868,000 | +6.4% | 29,863 | +0.7% | 0.55% | +4.8% |
| Q4 2020 | $2,696,000 | +21.6% | 29,641 | +7.8% | 0.52% | +7.9% |
| Q3 2020 | $2,217,000 | +16.5% | 27,493 | +7.0% | 0.48% | +6.8% |
| Q2 2020 | $1,903,000 | +25.6% | 25,687 | +3.9% | 0.45% | +11.9% |
| Q1 2020 | $1,515,000 | -17.6% | 24,731 | +3.4% | 0.40% | +4.9% |
| Q4 2019 | $1,838,000 | +6.1% | 23,929 | -2.0% | 0.39% | -4.2% |
| Q3 2019 | $1,732,000 | +15.3% | 24,421 | +14.1% | 0.40% | +19.6% |
| Q2 2019 | $1,502,000 | +9.6% | 21,402 | +5.6% | 0.34% | +6.6% |
| Q1 2019 | $1,370,000 | +109.5% | 20,267 | +85.0% | 0.32% | +80.6% |
| Q4 2018 | $654,000 | -61.7% | 10,953 | -55.4% | 0.18% | -54.9% |
| Q3 2018 | $1,708,000 | +142.3% | 24,553 | +126.4% | 0.39% | +121.7% |
| Q2 2018 | $705,000 | +52.3% | 10,845 | +47.6% | 0.18% | +49.6% |
| Q1 2018 | $463,000 | +26.5% | 7,347 | +28.0% | 0.12% | +24.5% |
| Q4 2017 | $366,000 | +43.0% | 5,738 | +34.4% | 0.09% | +22.1% |
| Q3 2017 | $256,000 | +40.7% | 4,270 | +35.3% | 0.08% | +35.1% |
| Q2 2017 | $182,000 | – | 3,156 | – | 0.06% | – |
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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% |