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 | $213 | -2.3% | 4,200 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $218 | +9.0% | 4,200 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $200 | -99.9% | 4,200 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $226,000 | -5.8% | 4,200 | +100.0% | 0.02% | -13.0% |
| Q4 2021 | $240,000 | +10.1% | 2,100 | 0.0% | 0.02% | -14.8% |
| Q3 2021 | $218,000 | 0.0% | 2,100 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $218,000 | +7.9% | 2,100 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $202,000 | +38.4% | 2,100 | 0.0% | 0.03% | +17.4% |
| Q3 2018 | $146,000 | – | 2,100 | – | 0.02% | – |
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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% |