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 | $3,127,141 | -3.2% | 61,801 | +0.2% | 0.49% | -4.8% |
| Q2 2023 | $3,230,026 | +9.5% | 61,677 | +1.1% | 0.52% | -33.7% |
| Q1 2023 | $2,949,929 | +2717.4% | 60,987 | +2529.9% | 0.78% | +1804.9% |
| Q4 2022 | $104,703 | +6.8% | 2,319 | 0.0% | 0.04% | -8.9% |
| Q3 2022 | $98,000 | -19.0% | 2,319 | -14.4% | 0.04% | -19.6% |
| Q2 2022 | $121,000 | -28.4% | 2,710 | -13.7% | 0.06% | -15.2% |
| Q1 2022 | $169,000 | -17.2% | 3,142 | +75.5% | 0.07% | -25.8% |
| Q4 2021 | $204,000 | -57.1% | 1,790 | -60.8% | 0.09% | -63.1% |
| Q3 2021 | $475,000 | +405.3% | 4,568 | +403.1% | 0.24% | +382.0% |
| Q2 2021 | $94,000 | +19.0% | 908 | +10.7% | 0.05% | -5.7% |
| Q1 2021 | $79,000 | -62.0% | 820 | -64.1% | 0.05% | -65.8% |
| Q4 2020 | $208,000 | +13.0% | 2,285 | 0.0% | 0.16% | -7.2% |
| Q3 2020 | $184,000 | +7.6% | 2,285 | -1.0% | 0.17% | -1.8% |
| Q2 2020 | $171,000 | +10.3% | 2,309 | -9.0% | 0.17% | +39.3% |
| Q1 2020 | $155,000 | -21.7% | 2,537 | -1.4% | 0.12% | +1.7% |
| Q4 2019 | $198,000 | – | 2,574 | – | 0.12% | – |
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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% |