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 | $5,465 | -3.4% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,656 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,224 | +7.1% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,876 | -98.3% | 108 | -98.4% | 0.00% | -97.3% |
| Q3 2022 | $283,000 | -16.8% | 6,680 | -12.2% | 0.04% | -19.6% |
| Q2 2022 | $340,000 | -15.8% | 7,610 | +1.4% | 0.05% | -6.1% |
| Q1 2022 | $404,000 | -14.9% | 7,502 | +79.7% | 0.05% | -14.0% |
| Q4 2021 | $475,000 | +9.4% | 4,174 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $434,000 | -4.4% | 4,174 | -4.3% | 0.06% | -7.6% |
| Q2 2021 | $454,000 | +8.4% | 4,363 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $419,000 | +6.6% | 4,363 | +0.9% | 0.07% | -6.8% |
| Q4 2020 | $393,000 | +39.9% | 4,325 | +24.2% | 0.07% | +19.7% |
| Q3 2020 | $281,000 | +8.9% | 3,481 | 0.0% | 0.06% | +7.0% |
| Q2 2020 | $258,000 | +14.2% | 3,481 | -5.9% | 0.06% | +50.0% |
| Q1 2020 | $226,000 | -18.7% | 3,698 | +1.6% | 0.04% | +11.8% |
| Q4 2019 | $278,000 | – | 3,638 | – | 0.03% | – |
Download | ||||||
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% |