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 | $464,544 | -16.5% | 9,181 | -13.6% | 0.10% | -8.6% |
| Q2 2023 | $556,268 | -8.2% | 10,622 | -15.3% | 0.10% | -14.6% |
| Q1 2023 | $606,272 | +194.3% | 12,534 | +157.2% | 0.12% | +146.0% |
| Q3 2022 | $206,000 | -75.6% | 4,874 | -74.2% | 0.05% | -70.9% |
| Q2 2022 | $845,000 | -7.7% | 18,919 | +11.3% | 0.17% | +5.5% |
| Q1 2022 | $915,000 | +0.3% | 16,993 | +112.0% | 0.16% | +7.9% |
| Q4 2021 | $912,000 | +13.4% | 8,015 | +3.7% | 0.15% | +6.3% |
| Q3 2021 | $804,000 | +7.1% | 7,731 | +7.0% | 0.14% | +3.6% |
| Q2 2021 | $751,000 | -4.1% | 7,222 | -11.4% | 0.14% | -23.5% |
| Q1 2021 | $783,000 | -35.1% | 8,152 | -38.6% | 0.18% | -40.9% |
| Q4 2020 | $1,207,000 | -12.9% | 13,272 | -22.8% | 0.30% | -32.7% |
| Q3 2020 | $1,385,000 | -5.3% | 17,181 | -13.0% | 0.45% | -19.6% |
| Q2 2020 | $1,463,000 | +24.2% | 19,748 | +2.7% | 0.56% | +4.1% |
| Q1 2020 | $1,178,000 | +766.2% | 19,228 | +989.4% | 0.54% | +954.9% |
| Q4 2019 | $136,000 | +19.3% | 1,765 | +9.9% | 0.05% | 0.0% |
| Q3 2019 | $114,000 | +2.7% | 1,606 | +2.9% | 0.05% | +6.2% |
| Q2 2019 | $111,000 | +32.1% | 1,560 | +25.6% | 0.05% | +11.6% |
| Q1 2019 | $84,000 | +663.6% | 1,242 | +578.7% | 0.04% | +514.3% |
| Q4 2018 | $11,000 | – | 183 | – | 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% |