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 | $7,781,711 | +6.3% | 153,789 | +10.0% | 0.71% | +15.5% |
| Q2 2023 | $7,319,144 | +9.4% | 139,758 | +1.1% | 0.62% | +4.9% |
| Q1 2023 | $6,689,529 | +1.9% | 138,299 | +1.2% | 0.59% | +3.3% |
| Q4 2022 | $6,563,958 | +14.4% | 136,664 | +0.9% | 0.57% | -3.6% |
| Q3 2022 | $5,737,000 | -1.0% | 135,474 | +4.4% | 0.59% | +4.4% |
| Q2 2022 | $5,794,000 | -16.8% | 129,755 | +0.4% | 0.57% | -6.1% |
| Q1 2022 | $6,962,000 | -1.9% | 129,298 | +107.4% | 0.60% | +0.3% |
| Q4 2021 | $7,096,000 | +10.4% | 62,347 | +0.9% | 0.60% | +3.6% |
| Q3 2021 | $6,429,000 | +0.4% | 61,808 | +0.3% | 0.58% | -2.2% |
| Q2 2021 | $6,405,000 | -21.9% | 61,610 | -27.9% | 0.59% | -27.0% |
| Q1 2021 | $8,203,000 | +181.0% | 85,423 | +166.1% | 0.81% | +84.1% |
| Q4 2020 | $2,919,000 | -66.2% | 32,101 | -70.1% | 0.44% | -57.3% |
| Q3 2020 | $8,643,000 | -99.9% | 107,196 | +0.4% | 1.03% | +3.1% |
| Q2 2020 | $7,912,823,000 | +125820.2% | 106,785 | +4.1% | 1.00% | +4.8% |
| Q1 2020 | $6,284,000 | +1.5% | 102,599 | +27.2% | 0.96% | +19.4% |
| Q4 2019 | $6,193,000 | +10.6% | 80,630 | +0.9% | 0.80% | +3.4% |
| Q3 2019 | $5,597,000 | +0.3% | 79,930 | +0.6% | 0.77% | -0.9% |
| Q2 2019 | $5,579,000 | +4.5% | 79,486 | +0.6% | 0.78% | -0.5% |
| Q1 2019 | $5,339,000 | – | 78,977 | – | 0.78% | – |
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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% |