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 | $4,983,289 | -1.3% | 98,484 | +2.2% | 1.22% | -0.7% |
| Q2 2023 | $5,047,659 | +10.1% | 96,385 | +1.1% | 1.22% | +5.3% |
| Q1 2023 | $4,583,192 | -6.2% | 95,324 | -11.9% | 1.16% | -24.2% |
| Q4 2022 | $4,883,873 | +6.4% | 108,170 | -0.2% | 1.53% | -4.3% |
| Q3 2022 | $4,590,000 | -9.5% | 108,393 | -4.6% | 1.60% | -6.2% |
| Q2 2022 | $5,074,000 | -69.7% | 113,607 | -63.4% | 1.71% | -69.9% |
| Q1 2022 | $16,728,000 | -4.2% | 310,639 | +102.5% | 5.67% | +3.2% |
| Q4 2021 | $17,462,000 | +9.7% | 153,417 | +0.3% | 5.50% | +1.5% |
| Q3 2021 | $15,915,000 | +8.7% | 152,988 | +8.7% | 5.42% | +5.7% |
| Q2 2021 | $14,638,000 | +129.5% | 140,787 | +24.9% | 5.13% | +119.1% |
| Q1 2021 | $6,378,000 | -42.7% | 112,726 | -7.9% | 2.34% | -42.5% |
| Q4 2020 | $11,136,000 | +17.1% | 122,438 | +3.8% | 4.07% | +10.9% |
| Q3 2020 | $9,509,000 | +19.0% | 117,934 | +9.3% | 3.67% | +10.1% |
| Q2 2020 | $7,992,000 | +19.5% | 107,860 | -1.2% | 3.34% | +2.6% |
| Q1 2020 | $6,688,000 | +9.2% | 109,193 | +36.9% | 3.25% | -18.3% |
| Q4 2019 | $6,127,000 | – | 79,759 | – | 3.98% | – |
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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% |