SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 862 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,562 | -3.4% | 2,936 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $153,758 | +8.3% | 2,936 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $142,014 | +7.1% | 2,936 | 0.0% | 0.04% | +6.1% |
| Q4 2022 | $132,560 | +6.0% | 2,936 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $125,000 | -4.6% | 2,936 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $131,000 | -17.1% | 2,936 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $158,000 | -5.4% | 2,936 | +100.0% | 0.04% | -7.5% |
| Q4 2021 | $167,000 | +9.2% | 1,468 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $153,000 | 0.0% | 1,468 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $153,000 | +8.5% | 1,468 | +152.7% | 0.04% | 0.0% |
| Q1 2021 | $141,000 | +5.2% | 581 | -60.4% | 0.04% | -6.7% |
| Q4 2020 | $134,000 | +13.6% | 1,468 | 0.0% | 0.04% | +4.7% |
| Q3 2020 | $118,000 | +8.3% | 1,468 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $109,000 | +21.1% | 1,468 | 0.0% | 0.04% | +5.0% |
| Q1 2020 | $90,000 | -20.4% | 1,468 | 0.0% | 0.04% | -16.7% |
| Q4 2019 | $113,000 | – | 1,468 | – | 0.05% | – |
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% |