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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,069 | +8.0% | 4,164 | 0.0% | 0.23% | +3.1% |
| Q1 2023 | $201,996 | -13.3% | 4,164 | -3.9% | 0.22% | -1.8% |
| Q2 2022 | $233,000 | 0.0% | 4,334 | 0.0% | 0.23% | +17.6% |
| Q1 2022 | $233,000 | -6.0% | 4,334 | +100.0% | 0.19% | -2.5% |
| Q4 2021 | $248,000 | +8.8% | 2,167 | -1.2% | 0.20% | -15.7% |
| Q3 2021 | $228,000 | 0.0% | 2,193 | 0.0% | 0.24% | 0.0% |
| Q2 2021 | $228,000 | -49.0% | 2,193 | -52.9% | 0.24% | -54.3% |
| Q1 2021 | $447,000 | +0.9% | 4,655 | -4.5% | 0.51% | +0.6% |
| Q4 2020 | $443,000 | – | 4,875 | – | 0.51% | – |
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% |