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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $484,000 | +9.5% | 4,248 | 0.0% | 0.30% | +14.9% |
| Q3 2021 | $442,000 | 0.0% | 4,248 | 0.0% | 0.26% | -1.5% |
| Q2 2021 | $442,000 | +28.5% | 4,248 | -13.4% | 0.26% | -10.2% |
| Q2 2019 | $344,000 | +6.8% | 4,905 | +3.0% | 0.30% | +6.9% |
| Q1 2019 | $322,000 | -5.3% | 4,760 | -2.7% | 0.28% | -1.8% |
| Q3 2018 | $340,000 | +7.9% | 4,890 | +1.0% | 0.28% | +3.3% |
| Q2 2018 | $315,000 | -1.9% | 4,843 | -4.9% | 0.27% | -0.4% |
| Q1 2018 | $321,000 | -12.5% | 5,095 | -11.3% | 0.27% | -15.5% |
| Q4 2017 | $367,000 | +68.3% | 5,747 | +58.6% | 0.32% | +64.8% |
| Q3 2017 | $218,000 | – | 3,624 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |