SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,683,917 | +5.9% | 103,741 | -0.6% | 2.12% | -3.1% |
| Q3 2022 | $4,421,000 | +21.3% | 104,399 | +27.9% | 2.18% | +24.5% |
| Q2 2022 | $3,646,000 | -11.1% | 81,629 | +7.2% | 1.75% | -34.3% |
| Q1 2022 | $4,100,000 | +47.6% | 76,132 | +212.0% | 2.67% | +69.4% |
| Q4 2021 | $2,778,000 | +44.5% | 24,405 | +32.1% | 1.58% | +31.2% |
| Q3 2021 | $1,922,000 | +12.3% | 18,471 | +12.1% | 1.20% | +11.6% |
| Q2 2021 | $1,712,000 | +25.1% | 16,470 | +15.5% | 1.08% | +17.5% |
| Q1 2021 | $1,369,000 | +154.5% | 14,256 | +141.1% | 0.92% | +104.9% |
| Q4 2020 | $538,000 | – | 5,913 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |