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 | $31,405,640 | -2.0% | 620,665 | +1.4% | 3.61% | -0.7% |
Q2 2023 | $32,044,863 | +14.1% | 611,893 | +5.4% | 3.63% | +7.5% |
Q1 2023 | $28,093,416 | -16.7% | 580,802 | -22.2% | 3.38% | -24.0% |
Q4 2022 | $33,706,799 | +6.8% | 746,551 | +0.2% | 4.45% | -4.1% |
Q3 2022 | $31,560,000 | +0.3% | 745,219 | +5.8% | 4.64% | +0.8% |
Q2 2022 | $31,470,000 | -15.2% | 704,658 | +2.2% | 4.60% | -2.5% |
Q1 2022 | $37,118,000 | +7.6% | 689,286 | +127.5% | 4.72% | +3.2% |
Q4 2021 | $34,491,000 | +26.5% | 303,027 | +15.7% | 4.57% | -7.0% |
Q3 2021 | $27,255,000 | +7.7% | 261,995 | +7.6% | 4.91% | +7.3% |
Q2 2021 | $25,316,000 | +19.6% | 243,498 | +10.4% | 4.58% | -0.7% |
Q1 2021 | $21,174,000 | +15.7% | 220,493 | +9.6% | 4.61% | +44.2% |
Q4 2020 | $18,303,000 | – | 201,245 | – | 3.20% | – |
Download |
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% |