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 | $6,479,471 | -0.1% | 128,053 | +3.4% | 1.48% | +8.7% |
Q2 2023 | $6,485,706 | +4.5% | 123,844 | -3.5% | 1.36% | -1.9% |
Q1 2023 | $6,205,780 | -2.0% | 128,298 | -8.5% | 1.39% | -9.8% |
Q4 2022 | $6,331,964 | +15.3% | 140,243 | +8.2% | 1.54% | +3.0% |
Q3 2022 | $5,492,000 | -16.1% | 129,670 | -11.5% | 1.49% | -16.2% |
Q2 2022 | $6,547,000 | -21.0% | 146,588 | -4.7% | 1.78% | -10.2% |
Q1 2022 | $8,286,000 | -1.4% | 153,867 | +108.4% | 1.98% | -5.2% |
Q4 2021 | $8,403,000 | +35.6% | 73,830 | -3.9% | 2.09% | -53.3% |
Q3 2021 | $6,197,000 | -20.8% | 76,854 | +2.1% | 4.48% | +101.1% |
Q2 2021 | $7,823,000 | +8.3% | 75,245 | +0.0% | 2.23% | -18.8% |
Q1 2021 | $7,225,000 | +5.2% | 75,241 | -0.4% | 2.74% | -35.0% |
Q4 2020 | $6,869,000 | +10.8% | 75,529 | -1.7% | 4.22% | -5.8% |
Q3 2020 | $6,197,000 | +9.1% | 76,854 | +0.3% | 4.48% | -4.1% |
Q2 2020 | $5,679,000 | +64.5% | 76,638 | +35.9% | 4.67% | +33.2% |
Q1 2020 | $3,453,000 | +0.7% | 56,374 | +26.3% | 3.51% | +11.0% |
Q4 2019 | $3,428,000 | – | 44,628 | – | 3.16% | – |
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% |