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 | $5,842,245 | -7.1% | 115,459 | -3.8% | 2.44% | -3.1% |
| Q2 2023 | $6,287,003 | +7.8% | 120,050 | -0.4% | 2.52% | +1.7% |
| Q1 2023 | $5,832,410 | +3.6% | 120,579 | -3.3% | 2.48% | -3.0% |
| Q4 2022 | $5,627,921 | +13.1% | 124,649 | +6.1% | 2.56% | +7.6% |
| Q3 2022 | $4,976,000 | +14.6% | 117,496 | +20.9% | 2.38% | +14.1% |
| Q2 2022 | $4,342,000 | -14.7% | 97,218 | +2.9% | 2.08% | -3.3% |
| Q1 2022 | $5,088,000 | -3.5% | 94,481 | +103.9% | 2.16% | -1.9% |
| Q4 2021 | $5,275,000 | +6.4% | 46,341 | -2.7% | 2.20% | -3.3% |
| Q3 2021 | $4,956,000 | -2.0% | 47,642 | -2.1% | 2.27% | -4.2% |
| Q2 2021 | $5,059,000 | +6.0% | 48,655 | -2.1% | 2.37% | -6.2% |
| Q1 2021 | $4,774,000 | +3.0% | 49,717 | -2.4% | 2.53% | -4.4% |
| Q4 2020 | $4,635,000 | +5.5% | 50,958 | -6.4% | 2.64% | -3.6% |
| Q3 2020 | $4,392,000 | -8.7% | 54,467 | -16.1% | 2.74% | -15.7% |
| Q2 2020 | $4,808,000 | +2.8% | 64,886 | -15.0% | 3.25% | -13.9% |
| Q1 2020 | $4,677,000 | +7.3% | 76,356 | +34.6% | 3.78% | +24.5% |
| Q4 2019 | $4,358,000 | +0.6% | 56,736 | -7.1% | 3.03% | -6.2% |
| Q3 2019 | $4,332,000 | -10.7% | 61,074 | -11.7% | 3.24% | -13.2% |
| Q2 2019 | $4,853,000 | -6.9% | 69,136 | -10.3% | 3.73% | -10.3% |
| Q1 2019 | $5,212,000 | +4.4% | 77,087 | -7.8% | 4.16% | -3.6% |
| Q4 2018 | $4,993,000 | +26.1% | 83,629 | +46.8% | 4.31% | +29.1% |
| Q3 2018 | $3,961,000 | -3.3% | 56,950 | -9.7% | 3.34% | -12.2% |
| Q2 2018 | $4,097,000 | -6.2% | 63,040 | -9.0% | 3.81% | -12.8% |
| Q1 2018 | $4,368,000 | +33.2% | 69,244 | +34.7% | 4.36% | +29.8% |
| Q4 2017 | $3,280,000 | – | 51,424 | – | 3.36% | – |
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% |