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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,705,262 | +7.6% | 299,890 | -0.6% | 21.92% | -23.0% |
| Q1 2023 | $14,594,879 | +2.6% | 301,734 | -4.2% | 28.46% | +36.5% |
| Q4 2022 | $14,218,674 | +107.6% | 314,921 | +94.7% | 20.85% | +6.6% |
| Q3 2022 | $6,850,000 | -62.9% | 161,743 | -0.2% | 19.56% | +5.7% |
| Q4 2021 | $18,441,000 | -8.0% | 162,017 | -15.9% | 18.50% | +7.2% |
| Q3 2021 | $20,046,000 | +2.2% | 192,696 | +2.1% | 17.25% | +14.5% |
| Q2 2021 | $19,619,000 | +9.3% | 188,703 | +0.9% | 15.06% | -35.9% |
| Q1 2021 | $17,955,000 | +16.1% | 186,977 | +10.0% | 23.48% | +55.6% |
| Q4 2020 | $15,462,000 | +15.1% | 170,001 | +2.0% | 15.09% | -28.3% |
| Q3 2020 | $13,432,000 | +14.3% | 166,588 | +5.0% | 21.03% | +48.6% |
| Q2 2020 | $11,753,000 | +153.6% | 158,616 | +109.7% | 14.15% | -39.5% |
| Q1 2020 | $4,634,000 | -57.3% | 75,657 | -46.5% | 23.39% | +69.8% |
| Q4 2019 | $10,853,000 | +2.5% | 141,292 | -5.4% | 13.77% | +12.0% |
| Q3 2019 | $10,590,000 | -4.1% | 149,302 | -5.1% | 12.30% | -0.2% |
| Q2 2019 | $11,037,000 | +3.9% | 157,244 | +0.0% | 12.32% | +20.4% |
| Q1 2019 | $10,627,000 | +86.2% | 157,174 | +91.5% | 10.23% | +69.2% |
| Q3 2018 | $5,708,000 | +13.0% | 82,060 | +5.6% | 6.05% | -8.9% |
| Q2 2018 | $5,053,000 | +4.0% | 77,744 | +0.9% | 6.64% | +18.9% |
| Q1 2018 | $4,859,000 | +7.8% | 77,033 | +9.0% | 5.58% | +24.9% |
| Q4 2017 | $4,509,000 | +16.3% | 70,692 | +9.5% | 4.47% | +7.4% |
| Q3 2017 | $3,878,000 | +5.3% | 64,585 | +1.3% | 4.16% | +0.0% |
| Q2 2017 | $3,683,000 | +5.2% | 63,761 | +2.5% | 4.16% | +2.9% |
| Q1 2017 | $3,501,000 | +0.7% | 62,221 | -4.6% | 4.04% | -11.9% |
| Q4 2016 | $3,475,000 | +4.6% | 65,245 | +1.4% | 4.59% | +14.5% |
| Q3 2016 | $3,322,000 | +3.8% | 64,355 | +0.1% | 4.01% | -24.8% |
| Q2 2016 | $3,199,000 | – | 64,282 | – | 5.33% | – |
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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% |