SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,374 | +1.0% | 5,523 | -5.4% | 0.18% | -5.6% |
| Q3 2022 | $247,000 | -21.6% | 5,839 | -17.2% | 0.20% | -15.2% |
| Q2 2022 | $315,000 | -34.8% | 7,051 | -21.4% | 0.23% | -25.0% |
| Q1 2022 | $483,000 | -14.8% | 8,969 | +80.1% | 0.31% | -12.3% |
| Q4 2021 | $567,000 | -16.6% | 4,981 | -23.8% | 0.35% | -24.7% |
| Q3 2021 | $680,000 | -1.3% | 6,533 | -1.3% | 0.47% | -12.9% |
| Q2 2021 | $689,000 | +8.0% | 6,622 | -0.4% | 0.54% | -7.3% |
| Q1 2021 | $638,000 | +2.9% | 6,646 | -2.5% | 0.58% | +2.9% |
| Q4 2020 | $620,000 | +10.5% | 6,815 | -2.1% | 0.56% | -3.3% |
| Q3 2020 | $561,000 | -4.1% | 6,958 | -11.8% | 0.58% | -17.3% |
| Q2 2020 | $585,000 | +20.9% | 7,889 | -0.1% | 0.70% | +9.5% |
| Q1 2020 | $484,000 | -40.2% | 7,896 | +6826.3% | 0.64% | +3.1% |
| Q4 2019 | $810,000 | – | 114 | – | 0.62% | – |
Download | ||||||
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% |