SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,333,679 | -8.3% | 540,191 | -5.1% | 0.23% | -7.5% |
| Q2 2023 | $29,799,730 | +3.0% | 569,023 | -4.8% | 0.25% | -12.8% |
| Q1 2023 | $28,917,960 | -14.6% | 597,849 | -20.2% | 0.29% | -22.7% |
| Q4 2022 | $33,843,431 | +4.8% | 749,578 | -1.7% | 0.38% | -8.1% |
| Q3 2022 | $32,284,000 | +31.3% | 762,306 | +38.5% | 0.41% | +21.4% |
| Q2 2022 | $24,584,000 | +108.4% | 550,478 | +151.2% | 0.34% | +124.0% |
| Q1 2022 | $11,799,000 | +35.7% | 219,104 | +186.8% | 0.15% | +22.0% |
| Q4 2021 | $8,696,000 | +344.4% | 76,406 | +306.1% | 0.12% | +272.7% |
| Q3 2021 | $1,957,000 | +6.2% | 18,815 | +6.2% | 0.03% | -2.9% |
| Q2 2021 | $1,842,000 | +184100.0% | 17,714 | +160936.4% | 0.03% | – |
| Q1 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 11 | +1000.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $99,000 | -11.6% | 1,714 | -13.9% | 0.01% | -18.2% |
| Q1 2017 | $112,000 | +489.5% | 1,990 | +448.2% | 0.01% | +450.0% |
| Q4 2016 | $19,000 | -9.5% | 363 | -11.2% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | +50.0% | 409 | +49.8% | 0.00% | 0.0% |
| Q2 2016 | $14,000 | – | 273 | – | 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% |