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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,328,889 | +233.7% | 25,375 | +208.2% | 0.02% | +150.0% |
| Q1 2023 | $398,230 | -58.0% | 8,233 | -1.3% | 0.01% | -80.5% |
| Q4 2021 | $949,000 | +214.2% | 8,342 | +165.4% | 0.04% | +141.2% |
| Q1 2021 | $302,000 | +28.5% | 3,143 | +8.0% | 0.02% | +240.0% |
| Q3 2020 | $235,000 | -7.8% | 2,910 | -12.4% | 0.01% | +150.0% |
| Q4 2019 | $255,000 | -42.6% | 3,322 | -52.9% | 0.00% | 0.0% |
| Q1 2018 | $444,000 | -20.4% | 7,046 | -19.5% | 0.00% | -86.7% |
| Q4 2017 | $558,000 | -78.5% | 8,756 | -79.7% | 0.02% | -93.7% |
| Q3 2017 | $2,595,000 | +295.6% | 43,214 | +280.3% | 0.24% | +89.6% |
| Q2 2017 | $656,000 | – | 11,363 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |