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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,911,000 | -11.4% | 317,645 | +89.4% | 2.12% | -6.7% |
| Q4 2021 | $19,090,000 | +8.9% | 167,720 | -0.4% | 2.27% | +0.8% |
| Q3 2021 | $17,525,000 | -1.6% | 168,461 | -1.7% | 2.26% | -1.2% |
| Q2 2021 | $17,817,000 | +12.9% | 171,371 | +4.3% | 2.28% | +5.5% |
| Q1 2021 | $15,783,000 | +9.1% | 164,356 | +3.3% | 2.16% | +5.2% |
| Q4 2020 | $14,471,000 | +10.7% | 159,113 | -1.9% | 2.06% | +4.7% |
| Q3 2020 | $13,074,000 | -0.3% | 162,144 | -8.3% | 1.96% | -5.4% |
| Q2 2020 | $13,107,000 | +24.8% | 176,884 | +3.2% | 2.08% | +6.1% |
| Q1 2020 | $10,501,000 | -17.5% | 171,437 | +3.5% | 1.96% | -1.1% |
| Q4 2019 | $12,727,000 | +9.6% | 165,692 | +1.2% | 1.98% | +2.3% |
| Q3 2019 | $11,616,000 | +2.7% | 163,768 | +1.6% | 1.94% | -1.9% |
| Q2 2019 | $11,313,000 | +9.5% | 161,172 | +5.5% | 1.97% | +1.9% |
| Q1 2019 | $10,327,000 | +19.1% | 152,747 | +5.2% | 1.94% | +5.3% |
| Q4 2018 | $8,668,000 | -5.5% | 145,200 | +10.1% | 1.84% | -1.1% |
| Q3 2018 | $9,170,000 | +18.3% | 131,834 | +10.5% | 1.86% | +8.7% |
| Q2 2018 | $7,754,000 | +7.3% | 119,313 | +4.2% | 1.71% | +1.7% |
| Q1 2018 | $7,224,000 | +6.7% | 114,514 | +7.9% | 1.68% | -11.1% |
| Q4 2017 | $6,769,000 | +15.2% | 106,138 | +8.4% | 1.89% | +4.5% |
| Q3 2017 | $5,878,000 | +13.2% | 97,906 | +9.0% | 1.81% | +6.7% |
| Q2 2017 | $5,191,000 | +15.5% | 89,851 | +12.4% | 1.70% | +24.1% |
| Q1 2017 | $4,496,000 | +5.9% | 79,909 | +0.3% | 1.37% | +0.1% |
| Q4 2016 | $4,244,000 | +10.7% | 79,679 | +7.3% | 1.37% | +20.8% |
| Q3 2016 | $3,833,000 | +12.0% | 74,246 | +8.0% | 1.13% | +12.5% |
| Q2 2016 | $3,421,000 | +18.2% | 68,733 | +15.9% | 1.01% | +16.0% |
| Q1 2016 | $2,895,000 | +16.8% | 59,284 | +16.1% | 0.87% | +9.9% |
| Q4 2015 | $2,479,000 | +42.2% | 51,048 | +34.0% | 0.79% | +27.9% |
| Q3 2015 | $1,743,000 | +41.7% | 38,089 | +52.7% | 0.62% | +17.1% |
| Q2 2015 | $1,230,000 | +91.0% | 24,939 | +91.9% | 0.53% | +102.7% |
| Q1 2015 | $644,000 | +124.4% | 12,996 | +121.9% | 0.26% | +116.7% |
| Q4 2014 | $287,000 | +1147.8% | 5,856 | +1078.3% | 0.12% | +1100.0% |
| Q3 2014 | $23,000 | – | 497 | – | 0.01% | – |
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% |