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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,189 | -3.4% | 5,814 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $304,480 | +12.4% | 5,814 | +3.8% | 0.02% | +11.8% |
| Q1 2023 | $270,872 | +7.1% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $252,840 | +6.7% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $237,000 | -5.2% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $250,000 | -17.2% | 5,600 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $302,000 | -5.3% | 5,600 | +100.0% | 0.02% | -10.5% |
| Q4 2021 | $319,000 | +9.6% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $291,000 | 0.0% | 2,800 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $291,000 | +8.2% | 2,800 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $269,000 | +5.5% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $255,000 | +12.8% | 2,800 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $226,000 | +9.2% | 2,800 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $207,000 | -3.7% | 2,800 | 0.0% | 0.02% | +5.3% |
| Q4 2019 | $215,000 | – | 2,800 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |