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 | $380,006 | -11.0% | 7,510 | -7.9% | 0.03% | -9.7% |
| Q2 2023 | $427,182 | +10.5% | 8,157 | +2.1% | 0.03% | -8.8% |
| Q1 2023 | $386,573 | +10.1% | 7,992 | +2.8% | 0.03% | +3.0% |
| Q4 2022 | $351,041 | -99.9% | 7,775 | -2.6% | 0.03% | +3.1% |
| Q3 2022 | $337,995,000 | -6.7% | 7,981 | -1.6% | 0.03% | -5.9% |
| Q2 2022 | $362,148,000 | -16.7% | 8,109 | +0.5% | 0.03% | 0.0% |
| Q1 2022 | $434,570,000 | -9.1% | 8,070 | +92.2% | 0.03% | -5.6% |
| Q4 2021 | $477,902,000 | +7.5% | 4,198 | -1.7% | 0.04% | -5.3% |
| Q3 2021 | $444,416,000 | +1.1% | 4,272 | +1.0% | 0.04% | -13.6% |
| Q2 2021 | $439,689,000 | -10.6% | 4,229 | -17.4% | 0.04% | -32.3% |
| Q1 2021 | $491,770,000 | +5.6% | 5,121 | -0.0% | 0.06% | 0.0% |
| Q4 2020 | $465,846,000 | -72.1% | 5,122 | -75.3% | 0.06% | -76.4% |
| Q3 2020 | $1,671,782,000 | -25.7% | 20,734 | -31.8% | 0.28% | -30.8% |
| Q2 2020 | $2,251,158,000 | -14.8% | 30,380 | -29.6% | 0.40% | -31.3% |
| Q1 2020 | $2,641,713,000 | -17.2% | 43,130 | +3.9% | 0.58% | +7.2% |
| Q4 2019 | $3,189,535,000 | +67.8% | 41,525 | +3.3% | 0.54% | +68.3% |
| Q3 2019 | $1,900,443,000 | +39.4% | 40,211 | +108.0% | 0.32% | +40.0% |
| Q2 2019 | $1,363,205,000 | +32.8% | 19,335 | +27.3% | 0.23% | +30.7% |
| Q1 2019 | $1,026,725,000 | +17.3% | 15,186 | +3.6% | 0.18% | +3.5% |
| Q4 2018 | $875,501,000 | – | 14,665 | – | 0.17% | – |
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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% |