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 | $413,875 | -3.3% | 8,179 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $428,000 | +5.7% | 8,179 | -2.4% | 0.10% | +2.0% |
| Q1 2023 | $405,000 | +7.4% | 8,378 | +0.3% | 0.10% | +1.0% |
| Q4 2022 | $377,000 | +13.2% | 8,356 | +6.3% | 0.10% | +5.3% |
| Q3 2022 | $333,000 | +4.4% | 7,861 | +10.2% | 0.09% | +8.0% |
| Q2 2022 | $319,000 | +3.6% | 7,134 | +24.8% | 0.09% | +16.0% |
| Q1 2022 | $308,000 | -5.2% | 5,715 | +100.0% | 0.08% | -7.4% |
| Q4 2021 | $325,000 | +9.8% | 2,858 | +0.4% | 0.08% | -1.2% |
| Q3 2021 | $296,000 | -15.7% | 2,848 | -15.6% | 0.08% | -16.3% |
| Q2 2021 | $351,000 | +29.0% | 3,375 | +19.3% | 0.10% | +14.0% |
| Q1 2021 | $272,000 | +3.4% | 2,830 | -2.2% | 0.09% | -5.5% |
| Q4 2020 | $263,000 | +12.9% | 2,894 | +0.3% | 0.09% | +1.1% |
| Q3 2020 | $233,000 | +6.9% | 2,885 | -1.8% | 0.09% | -6.2% |
| Q2 2020 | $218,000 | – | 2,937 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |