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 2021 | $268,000 | -12.7% | 2,579 | -12.7% | 0.02% | -20.0% |
Q2 2021 | $307,000 | +8.5% | 2,954 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $283,000 | +5.6% | 2,954 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $268,000 | +12.6% | 2,954 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $238,000 | +2.1% | 2,954 | -6.3% | 0.02% | -4.8% |
Q2 2020 | $233,000 | +3.1% | 3,154 | +6.8% | 0.02% | +5.0% |
Q4 2019 | $226,000 | +8.1% | 2,954 | 0.0% | 0.02% | -4.8% |
Q3 2019 | $209,000 | +0.5% | 2,954 | 0.0% | 0.02% | -4.5% |
Q2 2019 | $208,000 | -0.5% | 2,954 | -4.8% | 0.02% | -8.3% |
Q1 2019 | $209,000 | +4.0% | 3,102 | -8.3% | 0.02% | -17.2% |
Q4 2018 | $201,000 | -25.6% | 3,381 | -13.2% | 0.03% | -45.3% |
Q3 2018 | $270,000 | +6.7% | 3,895 | 0.0% | 0.05% | -3.6% |
Q2 2018 | $253,000 | +3.3% | 3,895 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $245,000 | -33.6% | 3,895 | -32.7% | 0.06% | -36.8% |
Q4 2017 | $369,000 | – | 5,791 | – | 0.09% | – |
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% |