SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,843,025 | -4.2% | 253,815 | -0.9% | 4.96% | -11.8% |
| Q2 2023 | $13,408,177 | +7.3% | 256,028 | -0.9% | 5.62% | -7.3% |
| Q1 2023 | $12,494,267 | +10.1% | 258,306 | +2.8% | 6.06% | +0.6% |
| Q4 2022 | $11,347,803 | +8.8% | 251,336 | +2.0% | 6.03% | -0.3% |
| Q3 2022 | $10,434,000 | +2.6% | 246,387 | +8.2% | 6.05% | +13.4% |
| Q2 2022 | $10,174,000 | -9.3% | 227,810 | +9.4% | 5.33% | +1.0% |
| Q1 2022 | $11,217,000 | +19.6% | 208,297 | +137.6% | 5.28% | +18.7% |
| Q4 2021 | $9,382,000 | +102.8% | 87,678 | +108.4% | 4.44% | +84.7% |
| Q3 2021 | $4,626,000 | +17.2% | 42,065 | +13.3% | 2.41% | +8.2% |
| Q2 2021 | $3,948,000 | +50.5% | 37,126 | +35.9% | 2.22% | +16.6% |
| Q1 2021 | $2,624,000 | +20.9% | 27,324 | +14.5% | 1.91% | +18.0% |
| Q4 2020 | $2,171,000 | +11.4% | 23,872 | -1.2% | 1.62% | +0.2% |
| Q3 2020 | $1,948,000 | +8.6% | 24,166 | -0.1% | 1.61% | +2.4% |
| Q2 2020 | $1,793,000 | +5.6% | 24,185 | -12.7% | 1.57% | -7.3% |
| Q1 2020 | $1,698,000 | +24.3% | 27,714 | +55.9% | 1.70% | +36.1% |
| Q4 2019 | $1,366,000 | -18.4% | 17,781 | -24.7% | 1.25% | -29.4% |
| Q3 2019 | $1,675,000 | -4.9% | 23,605 | -5.9% | 1.77% | -8.2% |
| Q2 2019 | $1,761,000 | -5.2% | 25,095 | -8.7% | 1.92% | -14.1% |
| Q1 2019 | $1,858,000 | -11.5% | 27,477 | -21.9% | 2.24% | -24.0% |
| Q4 2018 | $2,099,000 | -26.5% | 35,160 | -14.4% | 2.95% | -2.8% |
| Q3 2018 | $2,856,000 | +8.0% | 41,059 | +0.9% | 3.04% | -7.7% |
| Q2 2018 | $2,644,000 | -1.7% | 40,681 | -4.6% | 3.29% | +14.1% |
| Q1 2018 | $2,691,000 | -4.8% | 42,660 | -3.8% | 2.88% | -7.1% |
| Q4 2017 | $2,828,000 | – | 44,340 | – | 3.10% | – |
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% |