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 | $1,117,251 | +0.3% | 22,080 | +3.9% | 0.11% | -1.8% |
Q2 2023 | $1,113,408 | +8.3% | 21,260 | +0.0% | 0.11% | -2.7% |
Q1 2023 | $1,028,196 | +7.2% | 21,257 | +0.0% | 0.11% | -2.6% |
Q4 2022 | $959,584 | +0.9% | 21,253 | +0.0% | 0.12% | -3.3% |
Q3 2022 | $951,000 | -0.2% | 21,249 | +0.0% | 0.12% | -11.1% |
Q2 2022 | $953,000 | -43.4% | 21,245 | -32.1% | 0.14% | -45.6% |
Q1 2022 | $1,685,000 | -5.3% | 31,299 | +100.2% | 0.25% | -15.1% |
Q4 2021 | $1,779,000 | +61.0% | 15,634 | +47.2% | 0.29% | +46.7% |
Q3 2021 | $1,105,000 | +1.1% | 10,618 | +1.0% | 0.20% | -21.3% |
Q2 2021 | $1,093,000 | +8.2% | 10,516 | +0.0% | 0.25% | -44.0% |
Q1 2021 | $1,010,000 | +9.4% | 10,515 | +3.6% | 0.45% | -42.9% |
Q4 2020 | $923,000 | -1.5% | 10,152 | -12.6% | 0.79% | +5.3% |
Q3 2020 | $937,000 | +5.3% | 11,618 | -3.3% | 0.75% | -18.8% |
Q2 2020 | $890,000 | +20.9% | 12,016 | -0.0% | 0.92% | -24.0% |
Q1 2020 | $736,000 | -17.8% | 12,022 | +3.1% | 1.22% | +21.2% |
Q4 2019 | $895,000 | – | 11,658 | – | 1.00% | – |
Download |
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% |