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 | $73,540,552 | +10.0% | 1,453,371 | +13.8% | 1.30% | +13.2% |
| Q2 2023 | $66,873,033 | +113621.9% | 1,276,934 | +5.0% | 1.15% | -5.4% |
| Q1 2023 | $58,804 | +8.4% | 1,215,721 | +1.2% | 1.21% | -17.8% |
| Q4 2022 | $54,247 | -99.8% | 1,201,483 | +103.6% | 1.47% | +84.7% |
| Q3 2022 | $24,992,000 | +1.9% | 590,124 | +7.5% | 0.80% | +4.5% |
| Q2 2022 | $24,525,000 | +12.7% | 549,146 | +35.9% | 0.76% | +14.9% |
| Q1 2022 | $21,762,000 | -32.5% | 404,114 | +42.7% | 0.66% | -30.6% |
| Q4 2021 | $32,224,000 | +25.6% | 283,115 | +14.8% | 0.96% | +14.7% |
| Q3 2021 | $25,666,000 | +10.0% | 246,716 | +9.9% | 0.84% | +1.0% |
| Q2 2021 | $23,341,000 | +55.1% | 224,500 | +43.2% | 0.83% | +33.8% |
| Q1 2021 | $15,050,000 | +13.8% | 156,721 | +7.8% | 0.62% | -1.3% |
| Q4 2020 | $13,228,000 | +19.7% | 145,446 | +6.2% | 0.63% | -8.1% |
| Q3 2020 | $11,047,000 | – | 137,014 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |