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 | $851,133 | -4.0% | 16,821 | -0.6% | 0.46% | +1.1% |
| Q2 2023 | $886,352 | +8.0% | 16,925 | -0.2% | 0.46% | +3.9% |
| Q1 2023 | $820,636 | +106893.0% | 16,966 | -0.1% | 0.44% | +7.6% |
| Q4 2022 | $767 | -99.9% | 16,981 | -0.9% | 0.41% | -1.7% |
| Q3 2022 | $726,000 | +21.4% | 17,141 | +28.0% | 0.42% | +30.8% |
| Q2 2022 | $598,000 | -20.8% | 13,395 | -4.4% | 0.32% | -8.1% |
| Q1 2022 | $755,000 | -0.4% | 14,014 | +110.6% | 0.35% | -3.6% |
| Q4 2021 | $758,000 | +8.3% | 6,655 | -1.1% | 0.36% | +1.7% |
| Q3 2021 | $700,000 | -2.8% | 6,726 | -2.9% | 0.35% | -3.8% |
| Q2 2021 | $720,000 | -40.4% | 6,926 | -45.0% | 0.37% | -45.0% |
| Q1 2021 | $1,209,000 | +6.1% | 12,592 | +0.5% | 0.67% | -1.2% |
| Q4 2020 | $1,139,000 | +13.4% | 12,530 | +0.6% | 0.68% | -3.7% |
| Q3 2020 | $1,004,000 | +6.9% | 12,458 | -1.7% | 0.70% | -2.1% |
| Q2 2020 | $939,000 | +18.7% | 12,679 | +23.0% | 0.72% | -9.4% |
| Q4 2019 | $791,000 | -35.6% | 10,307 | -40.5% | 0.79% | -33.2% |
| Q3 2019 | $1,228,000 | +7.6% | 17,327 | +6.6% | 1.18% | +4.0% |
| Q2 2019 | $1,141,000 | – | 16,258 | – | 1.14% | – |
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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% |