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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,438 | +7.4% | 29,732 | +0.3% | 1.60% | +125.0% |
| Q4 2022 | $1,339 | -99.9% | 29,657 | +6.9% | 0.71% | +0.9% |
| Q3 2022 | $1,175,000 | +257.1% | 27,739 | +276.4% | 0.70% | +267.2% |
| Q2 2022 | $329,000 | -67.6% | 7,369 | -60.9% | 0.19% | -62.9% |
| Q1 2022 | $1,016,000 | +97.7% | 18,862 | +317.9% | 0.52% | +96.2% |
| Q4 2021 | $514,000 | -1.7% | 4,514 | -10.3% | 0.26% | -22.4% |
| Q2 2021 | $523,000 | -2.8% | 5,031 | -10.2% | 0.34% | +7.3% |
| Q1 2021 | $538,000 | +1.1% | 5,603 | -4.3% | 0.32% | -4.5% |
| Q4 2020 | $532,000 | +12.2% | 5,854 | -0.4% | 0.33% | -5.7% |
| Q3 2020 | $474,000 | +3.9% | 5,880 | -4.5% | 0.35% | -0.3% |
| Q2 2020 | $456,000 | +4.1% | 6,157 | -13.9% | 0.35% | -13.1% |
| Q1 2020 | $438,000 | -86.1% | 7,149 | -82.6% | 0.41% | -85.5% |
| Q4 2019 | $3,151,000 | – | 41,018 | – | 2.80% | – |
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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% |