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 | $1,120,233 | -3.7% | 22,139 | -0.3% | 0.35% | -1.1% |
| Q2 2023 | $1,162,876 | +5.6% | 22,205 | -2.4% | 0.35% | +1.1% |
| Q1 2023 | $1,100,901 | +7.3% | 22,760 | +0.2% | 0.35% | +3.6% |
| Q4 2022 | $1,025,898 | +5.5% | 22,722 | -1.0% | 0.34% | +0.9% |
| Q3 2022 | $972,000 | -4.8% | 22,940 | +0.4% | 0.33% | +0.6% |
| Q2 2022 | $1,021,000 | -16.8% | 22,854 | +0.3% | 0.33% | -3.8% |
| Q1 2022 | $1,227,000 | -54.6% | 22,778 | -8.3% | 0.34% | -8.0% |
| Q4 2021 | $2,703,000 | +107.0% | 24,831 | +97.8% | 0.38% | 0.0% |
| Q3 2021 | $1,306,000 | +1.2% | 12,554 | +1.1% | 0.38% | +1.4% |
| Q2 2021 | $1,291,000 | +7.2% | 12,417 | -0.9% | 0.37% | +2.2% |
| Q1 2021 | $1,204,000 | +3.7% | 12,533 | -1.8% | 0.36% | -3.2% |
| Q4 2020 | $1,161,000 | +8.6% | 12,766 | -3.7% | 0.37% | -2.6% |
| Q3 2020 | $1,069,000 | -0.5% | 13,261 | -8.5% | 0.38% | -1.8% |
| Q2 2020 | $1,074,000 | +28.5% | 14,491 | +6.2% | 0.39% | +11.7% |
| Q1 2020 | $836,000 | -23.7% | 13,642 | -4.3% | 0.35% | -9.3% |
| Q4 2019 | $1,095,000 | +7.0% | 14,261 | -1.1% | 0.39% | +2.9% |
| Q3 2019 | $1,023,000 | +5.7% | 14,423 | +4.6% | 0.38% | +4.7% |
| Q2 2019 | $968,000 | +2.9% | 13,795 | -0.9% | 0.36% | 0.0% |
| Q1 2019 | $941,000 | +14.1% | 13,920 | +0.8% | 0.36% | +2.9% |
| Q4 2018 | $825,000 | -12.7% | 13,816 | +1.7% | 0.35% | +4.2% |
| Q3 2018 | $945,000 | +13.4% | 13,580 | +6.0% | 0.33% | +10.6% |
| Q2 2018 | $833,000 | -1.9% | 12,812 | -4.9% | 0.30% | -2.3% |
| Q1 2018 | $849,000 | -8.0% | 13,466 | -7.0% | 0.31% | -7.5% |
| Q4 2017 | $923,000 | +8.2% | 14,477 | +1.9% | 0.33% | +3.4% |
| Q3 2017 | $853,000 | +7.0% | 14,203 | +3.0% | 0.32% | +2.5% |
| Q2 2017 | $797,000 | +5.1% | 13,792 | +2.4% | 0.32% | +3.6% |
| Q1 2017 | $758,000 | -0.3% | 13,465 | -5.6% | 0.30% | -1.9% |
| Q4 2016 | $760,000 | +7.8% | 14,261 | +4.4% | 0.31% | +10.3% |
| Q3 2016 | $705,000 | +7.5% | 13,661 | +3.6% | 0.28% | +7.3% |
| Q2 2016 | $656,000 | +0.9% | 13,186 | -0.9% | 0.26% | +0.8% |
| Q1 2016 | $650,000 | -4.6% | 13,310 | -5.0% | 0.26% | -3.3% |
| Q4 2015 | $681,000 | +5.4% | 14,011 | -0.7% | 0.27% | +3.5% |
| Q3 2015 | $646,000 | -8.8% | 14,109 | -1.8% | 0.26% | -1.5% |
| Q2 2015 | $708,000 | -17.2% | 14,366 | -16.7% | 0.26% | -17.8% |
| Q1 2015 | $855,000 | +1.1% | 17,243 | -0.0% | 0.32% | -3.0% |
| Q4 2014 | $846,000 | -1.1% | 17,250 | -5.2% | 0.33% | +0.3% |
| Q3 2014 | $855,000 | -4.7% | 18,195 | -5.0% | 0.33% | -2.7% |
| Q2 2014 | $897,000 | -10.0% | 19,148 | -14.2% | 0.34% | -13.3% |
| Q1 2014 | $997,000 | +2.0% | 22,307 | +0.6% | 0.39% | 0.0% |
| Q4 2013 | $977,000 | +9.2% | 22,163 | -0.4% | 0.39% | -9.7% |
| Q3 2013 | $895,000 | +2.5% | 22,262 | -2.6% | 0.43% | -1.6% |
| Q2 2013 | $873,000 | – | 22,849 | – | 0.44% | – |
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% |