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 | $7,878,268 | -4.7% | 155,697 | -1.4% | 0.45% | -0.9% |
| Q2 2023 | $8,270,567 | -0.3% | 157,926 | -7.9% | 0.46% | -6.6% |
| Q1 2023 | $8,297,020 | +0.8% | 171,532 | -6.0% | 0.49% | -4.7% |
| Q4 2022 | $8,235,199 | +9.0% | 182,396 | +2.3% | 0.51% | -1.0% |
| Q3 2022 | $7,552,000 | -73.7% | 178,325 | -72.3% | 0.52% | -72.7% |
| Q2 2022 | $28,759,000 | -5.6% | 643,954 | +13.8% | 1.90% | +12.8% |
| Q1 2022 | $30,478,000 | -4.8% | 565,978 | +101.3% | 1.68% | +4.3% |
| Q4 2021 | $31,998,000 | +11.6% | 281,128 | +2.0% | 1.61% | +2.3% |
| Q3 2021 | $28,666,000 | +8.0% | 275,551 | +8.0% | 1.57% | +6.9% |
| Q2 2021 | $26,536,000 | +27.0% | 255,227 | +17.3% | 1.47% | +17.5% |
| Q1 2021 | $20,900,000 | +21.6% | 217,641 | +15.1% | 1.25% | +15.5% |
| Q4 2020 | $17,191,000 | +23.4% | 189,016 | +9.4% | 1.08% | +5.6% |
| Q3 2020 | $13,929,000 | +14.7% | 172,751 | +5.4% | 1.03% | +6.5% |
| Q2 2020 | $12,141,000 | +28.8% | 163,851 | +6.5% | 0.96% | +6.1% |
| Q1 2020 | $9,424,000 | +12.5% | 153,859 | +41.0% | 0.91% | +51.0% |
| Q4 2019 | $8,380,000 | +20.5% | 109,098 | +11.3% | 0.60% | +10.5% |
| Q3 2019 | $6,955,000 | +17.5% | 98,048 | +16.2% | 0.54% | +18.0% |
| Q2 2019 | $5,920,000 | – | 84,347 | – | 0.46% | – |
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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% |