SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114 | -3.4% | 22,007 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $1,153 | +8.4% | 22,007 | 0.0% | 0.17% | -1.7% |
| Q1 2023 | $1,064 | -72.1% | 22,007 | -73.9% | 0.18% | -73.6% |
| Q4 2022 | $3,808 | -99.6% | 84,342 | +283.3% | 0.66% | +265.7% |
| Q3 2022 | $932,000 | -5.2% | 22,007 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $983,000 | +7461.5% | 22,007 | +10135.8% | 0.18% | +9100.0% |
| Q1 2022 | $13,000 | -98.8% | 215 | -97.7% | 0.00% | -98.8% |
| Q4 2021 | $1,063,000 | +9.5% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q3 2021 | $971,000 | 0.0% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q2 2021 | $971,000 | +14.4% | 9,337 | +5.7% | 0.17% | +11.5% |
| Q1 2021 | $849,000 | +16.0% | 8,837 | +9.8% | 0.16% | -3.7% |
| Q4 2020 | $732,000 | +12.8% | 8,045 | 0.0% | 0.16% | 0.0% |
| Q3 2020 | $649,000 | +3505.6% | 8,045 | +3183.7% | 0.16% | +3140.0% |
| Q2 2020 | $18,000 | +125.0% | 245 | +80.1% | 0.01% | +66.7% |
| Q1 2020 | $8,000 | -20.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 136 | – | 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% |