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 | $41,362 | -3.1% | 817 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $42,689 | +8.6% | 815 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $39,322 | +7.4% | 813 | +0.2% | 0.01% | -9.1% |
| Q4 2022 | $36,601 | -14.9% | 811 | -20.6% | 0.01% | -21.4% |
| Q3 2022 | $43,000 | -6.5% | 1,022 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $46,000 | -16.4% | 1,022 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $55,000 | +129.2% | 1,022 | +375.3% | 0.02% | +128.6% |
| Q4 2021 | $24,000 | +9.1% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $22,000 | +4.8% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | -35.5% | 215 | -44.9% | 0.01% | -46.7% |
| Q3 2020 | $31,000 | – | 390 | – | 0.02% | – |
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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% |