SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,141 | -3.3% | 42,314 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $2,215 | +16.5% | 42,314 | +7.6% | 0.00% | +50.0% |
Q1 2023 | $1,901 | +7.1% | 39,314 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,775 | -99.9% | 39,314 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,664,000 | -5.2% | 39,314 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $1,755,000 | -17.1% | 39,314 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $2,117,000 | -5.4% | 39,314 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $2,237,000 | +9.4% | 19,657 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,044,000 | +0.0% | 19,657 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,043,000 | +8.3% | 19,657 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,887,000 | +5.6% | 19,657 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,787,000 | +12.8% | 19,657 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,584,000 | +8.8% | 19,657 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,456,000 | – | 19,657 | – | 0.00% | – |
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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% |