SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,692,000 | +55.6% | 63,563 | +64.1% | 0.26% | +66.5% |
| Q2 2022 | $1,730,000 | -17.1% | 38,739 | 0.0% | 0.16% | -2.5% |
| Q1 2022 | $2,086,000 | -5.4% | 38,739 | +100.0% | 0.16% | -0.6% |
| Q4 2021 | $2,205,000 | +9.4% | 19,370 | 0.0% | 0.16% | +3.2% |
| Q3 2021 | $2,015,000 | -1.5% | 19,370 | -1.5% | 0.16% | -0.6% |
| Q2 2021 | $2,045,000 | +8.3% | 19,670 | 0.0% | 0.16% | -2.5% |
| Q1 2021 | $1,889,000 | +5.5% | 19,670 | -0.1% | 0.16% | +0.6% |
| Q4 2020 | $1,791,000 | +7.1% | 19,695 | -5.1% | 0.16% | -0.6% |
| Q3 2020 | $1,673,000 | +13.1% | 20,750 | +3.9% | 0.16% | +3.9% |
| Q2 2020 | $1,479,000 | +7.8% | 19,962 | -10.9% | 0.15% | -11.0% |
| Q1 2020 | $1,372,000 | +305.9% | 22,407 | +408.7% | 0.17% | +424.2% |
| Q4 2019 | $338,000 | – | 4,405 | – | 0.03% | – |
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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% |