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 | $5,523,908 | -1.3% | 109,161 | +2.2% | 0.65% | +0.3% |
Q2 2023 | $5,596,049 | -43.8% | 106,856 | -48.1% | 0.65% | -48.5% |
Q1 2023 | $9,952,176 | -45.4% | 205,751 | -49.1% | 1.27% | -51.0% |
Q4 2022 | $18,240,454 | +9.0% | 403,993 | +2.2% | 2.58% | -2.7% |
Q3 2022 | $16,735,000 | -3.3% | 395,151 | +2.0% | 2.66% | -3.4% |
Q2 2022 | $17,304,000 | +41.6% | 387,455 | +70.8% | 2.75% | +64.0% |
Q1 2022 | $12,217,000 | -2.3% | 226,862 | +106.4% | 1.68% | -2.7% |
Q4 2021 | $12,510,000 | +10.7% | 109,912 | +1.1% | 1.72% | -1.6% |
Q3 2021 | $11,305,000 | -24.7% | 108,670 | -24.8% | 1.75% | -27.6% |
Q2 2021 | $15,015,000 | +11.9% | 144,417 | +3.3% | 2.42% | +1.3% |
Q1 2021 | $13,419,000 | -14.3% | 139,738 | -18.8% | 2.39% | -21.6% |
Q4 2020 | $15,649,000 | +14.9% | 172,066 | +1.9% | 3.05% | -3.4% |
Q3 2020 | $13,614,000 | +9.3% | 168,845 | +0.5% | 3.16% | -3.8% |
Q2 2020 | $12,452,000 | +28.8% | 168,048 | +6.5% | 3.28% | +3.8% |
Q1 2020 | $9,667,000 | +41.0% | 157,833 | +76.9% | 3.16% | +78.7% |
Q4 2019 | $6,854,000 | +10.1% | 89,234 | +1.7% | 1.77% | +2.8% |
Q3 2019 | $6,226,000 | +9.5% | 87,783 | +8.4% | 1.72% | +12.9% |
Q2 2019 | $5,684,000 | – | 80,974 | – | 1.52% | – |
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% |