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 | $45,403,940 | +12.6% | 897,311 | +16.6% | 0.68% | +7.5% |
| Q2 2023 | $40,311,586 | +69.9% | 769,746 | +56.9% | 0.63% | +42.5% |
| Q1 2023 | $23,724,243 | -10.4% | 490,474 | -16.4% | 0.44% | -31.7% |
| Q4 2022 | $26,489,363 | -29.5% | 586,697 | -33.9% | 0.65% | -44.7% |
| Q3 2022 | $37,567,000 | -14.2% | 887,069 | -9.5% | 1.17% | -11.8% |
| Q2 2022 | $43,764,000 | -15.2% | 979,948 | +2.2% | 1.33% | -21.5% |
| Q1 2022 | $51,625,000 | -5.1% | 958,685 | +100.7% | 1.69% | -3.9% |
| Q4 2021 | $54,374,000 | +5517.1% | 477,716 | +5031.2% | 1.76% | +4925.7% |
| Q3 2021 | $968,000 | +137.3% | 9,310 | +137.3% | 0.04% | +118.8% |
| Q2 2021 | $408,000 | +8.2% | 3,924 | -0.1% | 0.02% | -20.0% |
| Q1 2021 | $377,000 | -14.9% | 3,928 | -19.4% | 0.02% | -23.1% |
| Q4 2020 | $443,000 | +32.2% | 4,873 | +17.3% | 0.03% | +13.0% |
| Q3 2020 | $335,000 | +17.5% | 4,154 | +7.9% | 0.02% | +4.5% |
| Q2 2020 | $285,000 | +19.7% | 3,849 | -1.1% | 0.02% | -4.3% |
| Q1 2020 | $238,000 | – | 3,892 | – | 0.02% | – |
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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% |