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 | $43,955,885 | +11.1% | 868,571 | +15.0% | 0.17% | +7.7% |
| Q2 2023 | $39,574,642 | -14.0% | 755,560 | -20.5% | 0.16% | -22.8% |
| Q1 2023 | $45,999,942 | -27.2% | 950,868 | -32.0% | 0.20% | -36.5% |
| Q4 2022 | $63,152,042 | -11.2% | 1,398,565 | -16.8% | 0.32% | -23.2% |
| Q3 2022 | $71,157,000 | +398.5% | 1,680,050 | +425.6% | 0.41% | +350.0% |
| Q2 2022 | $14,275,000 | -16.6% | 319,627 | +0.5% | 0.09% | -17.1% |
| Q1 2022 | $17,121,000 | -3.5% | 317,934 | +104.0% | 0.11% | -9.0% |
| Q4 2021 | $17,742,000 | +2.1% | 155,848 | -6.7% | 0.12% | -15.3% |
| Q3 2021 | $17,372,000 | +3.6% | 166,994 | +3.6% | 0.14% | -7.7% |
| Q2 2021 | $16,762,000 | +7.6% | 161,221 | -0.7% | 0.16% | -7.7% |
| Q1 2021 | $15,585,000 | +3.9% | 162,288 | -1.6% | 0.17% | -15.1% |
| Q4 2020 | $14,995,000 | +9.0% | 164,870 | -2.6% | 0.20% | -12.7% |
| Q3 2020 | $13,751,000 | +3.3% | 169,223 | -5.2% | 0.23% | +4.1% |
| Q2 2020 | $13,306,000 | +23.6% | 178,581 | -2.9% | 0.22% | -7.6% |
| Q1 2020 | $10,763,000 | -34.9% | 183,984 | -13.8% | 0.24% | -9.2% |
| Q4 2019 | $16,534,000 | -22.2% | 213,318 | -28.8% | 0.26% | -65.0% |
| Q3 2019 | $21,250,000 | +271.3% | 299,587 | +269.1% | 0.75% | +251.9% |
| Q2 2019 | $5,723,000 | +6.9% | 81,173 | +2.5% | 0.21% | -2.3% |
| Q1 2019 | $5,352,000 | +790.5% | 79,166 | +687.4% | 0.22% | +578.1% |
| Q4 2018 | $601,000 | -0.2% | 10,054 | +16.2% | 0.03% | +18.5% |
| Q3 2018 | $602,000 | +95.5% | 8,651 | +82.6% | 0.03% | +58.8% |
| Q2 2018 | $308,000 | +146.4% | 4,738 | +132.8% | 0.02% | +112.5% |
| Q1 2018 | $125,000 | +140.4% | 2,035 | +147.9% | 0.01% | +166.7% |
| Q4 2017 | $52,000 | -39.5% | 821 | -41.0% | 0.00% | -25.0% |
| Q3 2017 | $86,000 | – | 1,392 | – | 0.00% | – |
Download | ||||||
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% |