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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,922,012 | +15.3% | 300,036 | +3.5% | 1.94% | +1.1% |
| Q3 2023 | $14,672,418 | -7.2% | 289,969 | -4.0% | 1.92% | -5.1% |
| Q2 2023 | $15,810,478 | +7.0% | 301,900 | -1.1% | 2.02% | +0.4% |
| Q1 2023 | $14,770,519 | +12.4% | 305,365 | +4.9% | 2.01% | +6.7% |
| Q4 2022 | $13,141,720 | +11.7% | 291,068 | +4.8% | 1.88% | +3.2% |
| Q3 2022 | $11,761,516 | -4.4% | 277,722 | +0.8% | 1.82% | +2.2% |
| Q2 2022 | $12,299,417 | -15.2% | 275,401 | +2.3% | 1.78% | -2.5% |
| Q1 2022 | $14,502,510 | -6.2% | 269,313 | +98.3% | 1.83% | -4.7% |
| Q4 2021 | $15,459,612 | +13.9% | 135,825 | +4.1% | 1.92% | +1.6% |
| Q3 2021 | $13,573,576 | +1.4% | 130,478 | +1.3% | 1.89% | +2.0% |
| Q2 2021 | $13,385,441 | +10.3% | 128,743 | +1.9% | 1.85% | +0.2% |
| Q1 2021 | $12,133,408 | +11.5% | 126,350 | +5.6% | 1.85% | -5.6% |
| Q4 2020 | $10,885,090 | +18.6% | 119,682 | +5.2% | 1.96% | +5.1% |
| Q3 2020 | $9,176,258 | +16.4% | 113,807 | +6.9% | 1.86% | +5.6% |
| Q2 2020 | $7,885,426 | +27.5% | 106,416 | +5.4% | 1.76% | +10.5% |
| Q1 2020 | $6,183,861 | -1.7% | 100,961 | +23.3% | 1.60% | +19.0% |
| Q4 2019 | $6,289,126 | +20.5% | 81,879 | +11.2% | 1.34% | +11.6% |
| Q3 2019 | $5,221,157 | +0.4% | 73,610 | -0.6% | 1.20% | -3.0% |
| Q2 2019 | $5,199,184 | +7.7% | 74,073 | +3.8% | 1.24% | +2.8% |
| Q1 2019 | $4,826,881 | +31.7% | 71,393 | +16.3% | 1.20% | +15.4% |
| Q4 2018 | $3,666,237 | +9.7% | 61,411 | +27.8% | 1.04% | +36.5% |
| Q3 2018 | $3,342,914 | +45.0% | 48,058 | +35.4% | 0.76% | +34.7% |
| Q2 2018 | $2,305,975 | +47.9% | 35,482 | +43.5% | 0.57% | +39.2% |
| Q1 2018 | $1,559,653 | +32.8% | 24,725 | +34.2% | 0.41% | +31.2% |
| Q4 2017 | $1,174,700 | +263.7% | 18,418 | +242.4% | 0.31% | +227.4% |
| Q3 2017 | $322,955 | +207.5% | 5,379 | +195.9% | 0.10% | +171.4% |
| Q2 2017 | $105,026 | +631.9% | 1,818 | +612.9% | 0.04% | +600.0% |
| Q1 2017 | $14,349 | – | 255 | – | 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% |