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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,228,143 | +6.7% | 399,766 | +10.4% | 5.32% | +8.0% |
| Q2 2023 | $18,966,571 | +9.4% | 362,165 | +1.1% | 4.92% | -1.0% |
| Q1 2023 | $17,329,778 | +14.0% | 358,275 | +6.4% | 4.97% | +4.3% |
| Q4 2022 | $15,207,353 | +45982.9% | 336,818 | +42971.4% | 4.77% | +43254.5% |
| Q3 2022 | $33,000 | -8.3% | 782 | -3.9% | 0.01% | -8.3% |
| Q2 2022 | $36,000 | -18.2% | 814 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $44,000 | -4.3% | 814 | +100.5% | 0.01% | -13.3% |
| Q4 2021 | $46,000 | +9.5% | 406 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $42,000 | 0.0% | 404 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $42,000 | +7.7% | 403 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $39,000 | +5.4% | 402 | -0.5% | 0.02% | -16.7% |
| Q4 2020 | $37,000 | +8.8% | 404 | -3.8% | 0.02% | -10.0% |
| Q3 2020 | $34,000 | +9.7% | 420 | +0.7% | 0.02% | +5.3% |
| Q2 2020 | $31,000 | +24.0% | 417 | +0.2% | 0.02% | -5.0% |
| Q1 2020 | $25,000 | -21.9% | 416 | 0.0% | 0.02% | +5.3% |
| Q4 2019 | $32,000 | – | 416 | – | 0.02% | – |
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% |