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 | $869,852 | -11.2% | 17,191 | -8.1% | 0.01% | -53.3% |
Q2 2023 | $979,964 | +8.3% | 18,712 | +0.0% | 0.02% | 0.0% |
Q1 2023 | $904,925 | +216.0% | 18,708 | -50.0% | 0.02% | +650.0% |
Q4 2022 | $286,384 | -81.9% | 37,410 | +0.0% | 0.00% | -85.7% |
Q3 2022 | $1,583,943 | +89.7% | 37,400 | +100.1% | 0.01% | -22.2% |
Q2 2022 | $834,938 | +11827.7% | 18,695 | +24826.7% | 0.02% | – |
Q4 2020 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | -100.0% |
Q3 2020 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $5,000 | +25.0% | 75 | 0.0% | 0.00% | -50.0% |
Q2 2017 | $4,000 | -96.9% | 75 | -96.7% | 0.00% | -97.2% |
Q1 2017 | $130,000 | +712.5% | 2,306 | +570.3% | 0.07% | +60.0% |
Q2 2014 | $16,000 | – | 344 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |