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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,517,747 | +2.8% | 29,995 | +6.3% | 1.43% | +8.1% |
Q2 2023 | $1,477,096 | +11.3% | 28,205 | +2.8% | 1.32% | +10.6% |
Q1 2023 | $1,327,031 | +11.1% | 27,435 | +3.7% | 1.20% | +10.2% |
Q4 2022 | $1,194,443 | +8.1% | 26,455 | +1.4% | 1.08% | +0.2% |
Q3 2022 | $1,105,000 | +5.1% | 26,100 | +10.9% | 1.08% | +13.3% |
Q2 2022 | $1,051,000 | -17.0% | 23,530 | 0.0% | 0.96% | -1.4% |
Q1 2022 | $1,267,000 | +15.9% | 23,530 | +145.0% | 0.97% | +20.8% |
Q4 2021 | $1,093,000 | +16.3% | 9,605 | +6.3% | 0.80% | +8.5% |
Q3 2021 | $940,000 | +16.5% | 9,035 | +16.4% | 0.74% | +19.4% |
Q2 2021 | $807,000 | +17.1% | 7,760 | +8.1% | 0.62% | +9.0% |
Q1 2021 | $689,000 | +87.7% | 7,180 | +77.7% | 0.57% | +60.5% |
Q4 2020 | $367,000 | – | 4,040 | – | 0.35% | – |
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% |