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 | $364 | -3.2% | 7,188 | +0.2% | 0.39% | -2.7% |
| Q2 2023 | $376 | +13.3% | 7,174 | +4.4% | 0.40% | +19.3% |
| Q1 2023 | $332 | -5.4% | 6,869 | -11.6% | 0.34% | -13.6% |
| Q4 2022 | $351 | -99.9% | 7,773 | -1.4% | 0.39% | -3.2% |
| Q3 2022 | $334,000 | -40.0% | 7,883 | +51.9% | 0.40% | -28.1% |
| Q1 2022 | $557,000 | -5.8% | 5,190 | +0.0% | 0.56% | -5.7% |
| Q4 2021 | $591,000 | +16.8% | 5,189 | +6.8% | 0.59% | +10.0% |
| Q3 2021 | $506,000 | +11.5% | 4,860 | +11.3% | 0.54% | +19.2% |
| Q2 2021 | $454,000 | +3.4% | 4,367 | -4.5% | 0.45% | -7.4% |
| Q1 2021 | $439,000 | -5.4% | 4,572 | -10.5% | 0.49% | -12.1% |
| Q4 2020 | $464,000 | +60.6% | 5,107 | +42.6% | 0.56% | +38.1% |
| Q3 2020 | $289,000 | +11.6% | 3,582 | +2.5% | 0.40% | +16.9% |
| Q2 2020 | $259,000 | -15.9% | 3,495 | -30.5% | 0.34% | -17.7% |
| Q1 2020 | $308,000 | -7.5% | 5,028 | +15.9% | 0.42% | +31.4% |
| Q4 2019 | $333,000 | +26.1% | 4,339 | +16.6% | 0.32% | +26.2% |
| Q3 2019 | $264,000 | +30.0% | 3,722 | +28.5% | 0.25% | +40.8% |
| Q2 2019 | $203,000 | – | 2,897 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |