SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $593,336 | -3.4% | 11,726 | 0.0% | 0.25% | +4.5% |
Q2 2023 | $614,091 | +8.3% | 11,726 | 0.0% | 0.24% | +2.1% |
Q1 2023 | $567,187 | +7.1% | 11,726 | 0.0% | 0.24% | -0.8% |
Q4 2022 | $529,429 | -14.1% | 11,726 | -19.4% | 0.24% | -22.1% |
Q3 2022 | $616,000 | -5.2% | 14,548 | 0.0% | 0.31% | 0.0% |
Q2 2022 | $650,000 | -13.4% | 14,548 | +4.4% | 0.31% | -4.3% |
Q1 2022 | $751,000 | -3.7% | 13,938 | +103.4% | 0.32% | -20.7% |
Q4 2021 | $780,000 | +9.4% | 6,851 | 0.0% | 0.41% | +1.0% |
Q3 2021 | $713,000 | +0.1% | 6,851 | 0.0% | 0.40% | +3.1% |
Q2 2021 | $712,000 | +9.9% | 6,851 | +1.5% | 0.39% | -4.6% |
Q1 2021 | $648,000 | +5.5% | 6,751 | 0.0% | 0.41% | -0.7% |
Q4 2020 | $614,000 | +12.9% | 6,751 | 0.0% | 0.41% | -4.0% |
Q3 2020 | $544,000 | +8.8% | 6,751 | 0.0% | 0.43% | -0.7% |
Q2 2020 | $500,000 | +20.2% | 6,751 | -0.5% | 0.43% | +4.1% |
Q1 2020 | $416,000 | -20.2% | 6,787 | 0.0% | 0.42% | -9.8% |
Q4 2019 | $521,000 | – | 6,787 | – | 0.46% | – |
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% |