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 | $285,435 | -65.8% | 5,641 | -23.0% | 0.07% | -55.7% |
| Q4 2021 | $834,000 | -18.8% | 7,330 | -25.7% | 0.17% | -51.2% |
| Q3 2021 | $1,027,000 | -1.2% | 9,870 | -1.3% | 0.34% | +0.9% |
| Q2 2021 | $1,040,000 | +10.1% | 9,998 | +1.6% | 0.34% | -1.5% |
| Q1 2021 | $945,000 | +13.6% | 9,845 | +7.6% | 0.34% | +5.8% |
| Q4 2020 | $832,000 | +13.2% | 9,148 | +0.3% | 0.32% | -3.0% |
| Q3 2020 | $735,000 | +23.1% | 9,117 | +13.1% | 0.34% | +12.8% |
| Q2 2020 | $597,000 | +32.7% | 8,058 | +9.6% | 0.30% | +14.2% |
| Q1 2020 | $450,000 | -16.2% | 7,354 | +5.3% | 0.26% | +85.7% |
| Q4 2019 | $537,000 | +9.4% | 6,986 | +1.0% | 0.14% | -45.7% |
| Q3 2019 | $491,000 | +30.2% | 6,917 | +28.6% | 0.26% | +91.1% |
| Q2 2019 | $377,000 | – | 5,377 | – | 0.14% | – |
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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% |