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 | $1,090,059 | -5.5% | 21,543 | -2.2% | 0.02% | +14.3% |
| Q2 2023 | $1,153,725 | -73.8% | 22,030 | -75.8% | 0.02% | -66.1% |
| Q1 2023 | $4,408,881 | +58.0% | 91,149 | +47.5% | 0.06% | +63.2% |
| Q4 2022 | $2,790,794 | +229.1% | 61,812 | +208.6% | 0.04% | +216.7% |
| Q3 2022 | $848,000 | +250.4% | 20,028 | +346.0% | 0.01% | +300.0% |
| Q1 2022 | $242,000 | -57.5% | 4,491 | -10.4% | 0.00% | -66.7% |
| Q4 2021 | $570,000 | +4.6% | 5,012 | -4.3% | 0.01% | +28.6% |
| Q3 2021 | $545,000 | +2.8% | 5,239 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $530,000 | -14.2% | 5,093 | -21.0% | 0.01% | -22.2% |
| Q1 2021 | $618,000 | – | 6,449 | – | 0.01% | – |
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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% |