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 | $1,803,483 | +1.3% | 35,642 | +4.8% | 1.14% | -1.1% |
| Q2 2023 | $1,780,420 | +8.0% | 33,997 | +0.6% | 1.15% | +5.6% |
| Q1 2023 | $1,648,484 | -1.0% | 33,808 | -8.4% | 1.09% | +0.3% |
| Q4 2022 | $1,665,964 | +5.1% | 36,898 | -1.4% | 1.09% | +7.0% |
| Q3 2022 | $1,585,000 | +11.2% | 37,419 | +17.3% | 1.02% | +16.9% |
| Q2 2022 | $1,425,000 | -26.3% | 31,900 | -11.2% | 0.87% | -16.9% |
| Q1 2022 | $1,934,000 | +10.5% | 35,921 | +133.5% | 1.05% | +16.4% |
| Q4 2021 | $1,751,000 | +17.6% | 15,383 | +7.5% | 0.90% | +7.4% |
| Q3 2021 | $1,489,000 | +17.7% | 14,310 | +17.6% | 0.84% | +13.6% |
| Q2 2021 | $1,265,000 | +14.7% | 12,167 | +6.0% | 0.74% | +7.6% |
| Q1 2021 | $1,103,000 | +7.7% | 11,481 | +1.9% | 0.69% | +2.4% |
| Q4 2020 | $1,024,000 | +12.9% | 11,263 | +0.1% | 0.67% | +6.0% |
| Q3 2020 | $907,000 | +9.1% | 11,252 | +0.3% | 0.63% | +6.8% |
| Q2 2020 | $831,000 | +8.5% | 11,219 | -10.3% | 0.59% | +7.2% |
| Q1 2020 | $766,000 | +5.1% | 12,513 | +31.9% | 0.55% | +18.5% |
| Q4 2019 | $729,000 | – | 9,486 | – | 0.47% | – |
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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% |