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 2023 | $1,453,106 | +4.9% | 28,718 | +8.5% | 0.13% | +3.9% |
| Q2 2023 | $1,385,867 | +5.4% | 26,463 | -2.6% | 0.13% | -2.3% |
| Q1 2023 | $1,314,310 | -1.2% | 27,172 | -7.8% | 0.13% | -7.0% |
| Q4 2022 | $1,330,300 | +47.2% | 29,464 | +38.0% | 0.14% | +40.6% |
| Q3 2022 | $904,000 | +6.5% | 21,349 | +12.2% | 0.10% | +12.2% |
| Q2 2022 | $849,000 | -17.2% | 19,021 | -0.1% | 0.09% | 0.0% |
| Q1 2022 | $1,025,000 | -8.9% | 19,031 | +92.6% | 0.09% | +1.1% |
| Q4 2021 | $1,125,000 | +8.8% | 9,882 | -0.6% | 0.09% | 0.0% |
| Q3 2021 | $1,034,000 | +5.2% | 9,940 | +5.2% | 0.09% | +6.0% |
| Q2 2021 | $983,000 | +6.2% | 9,452 | +3.5% | 0.08% | +5.0% |
| Q1 2021 | $926,000 | +14.3% | 9,130 | +2.5% | 0.08% | +3.9% |
| Q4 2020 | $810,000 | +13.3% | 8,907 | +0.5% | 0.08% | -1.3% |
| Q3 2020 | $715,000 | – | 8,864 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |