SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,554 | +5.7% | 4,606 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $211,598 | -27.3% | 4,606 | -33.1% | 0.05% | -37.2% |
| Q3 2022 | $291,000 | -23.4% | 6,881 | -19.2% | 0.08% | -3.7% |
| Q2 2022 | $380,000 | -17.2% | 8,517 | 0.0% | 0.08% | -1.2% |
| Q1 2022 | $459,000 | -5.9% | 8,517 | +98.8% | 0.08% | -3.5% |
| Q4 2021 | $488,000 | +5.4% | 4,284 | +1.8% | 0.08% | 0.0% |
| Q3 2021 | $463,000 | +20.6% | 4,209 | +18.1% | 0.08% | -7.6% |
| Q2 2021 | $384,000 | +0.5% | 3,565 | -5.3% | 0.09% | -5.2% |
| Q1 2021 | $382,000 | – | 3,765 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |