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 | $368,166 | -3.4% | 7,276 | 0.0% | 0.16% | -0.6% |
Q2 2023 | $381,044 | -2.5% | 7,276 | -9.9% | 0.16% | -4.9% |
Q1 2023 | $390,636 | +7.1% | 8,076 | 0.0% | 0.16% | +3.1% |
Q4 2022 | $364,631 | +6.6% | 8,076 | 0.0% | 0.16% | -1.9% |
Q3 2022 | $342,000 | -15.3% | 8,076 | -10.8% | 0.16% | -13.8% |
Q2 2022 | $404,000 | -25.6% | 9,050 | +89.5% | 0.19% | -23.0% |
Q1 2022 | $543,000 | 0.0% | 4,775 | 0.0% | 0.24% | 0.0% |
Q4 2021 | $543,000 | +9.9% | 4,775 | +0.5% | 0.24% | -12.2% |
Q3 2021 | $494,000 | -1.4% | 4,752 | -1.4% | 0.28% | -4.8% |
Q2 2021 | $501,000 | +3.9% | 4,820 | 0.0% | 0.29% | -6.7% |
Q1 2021 | $482,000 | +8.3% | 4,820 | 0.0% | 0.31% | -18.1% |
Q4 2020 | $445,000 | – | 4,820 | – | 0.38% | – |
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% |