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 | $8,331 | +5.3% | 164,652 | +9.0% | 0.03% | +4.0% |
| Q2 2023 | $7,914 | +17.1% | 151,122 | +8.2% | 0.02% | +13.6% |
| Q1 2023 | $6,757 | +4.8% | 139,703 | -2.1% | 0.02% | 0.0% |
| Q4 2022 | $6,446 | -99.9% | 142,764 | +2.6% | 0.02% | 0.0% |
| Q3 2022 | $6,215,000 | 0.0% | 139,171 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,215,000 | +12.3% | 139,171 | +35.4% | 0.02% | +22.2% |
| Q1 2022 | $5,535,000 | +1273.4% | 102,793 | +2801.3% | 0.02% | +1700.0% |
| Q4 2021 | $403,000 | +12.6% | 3,543 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $358,000 | +1.4% | 3,441 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $353,000 | – | 3,392 | – | 0.00% | – |
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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% |