SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,269 | +11.5% | 253 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $12,802 | -3.4% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $13,250 | +8.3% | 253 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $12,238 | +20.5% | 253 | +12.4% | 0.01% | +14.3% |
| Q4 2022 | $10,159 | +1.6% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 225 | +7.1% | 0.01% | 0.0% |
| Q1 2022 | $11,000 | +10.0% | 210 | +141.4% | 0.01% | +16.7% |
| Q4 2021 | $10,000 | +25.0% | 87 | +13.0% | 0.01% | +20.0% |
| Q3 2021 | $8,000 | 0.0% | 77 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $8,000 | +60.0% | 77 | +51.0% | 0.01% | +66.7% |
| Q1 2021 | $5,000 | – | 51 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |