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 | $5,997,600 | +2.9% | 118,530 | +6.5% | 3.68% | +5.7% |
| Q2 2023 | $5,829,097 | +12.6% | 111,306 | +4.0% | 3.48% | +8.1% |
| Q1 2023 | $5,175,225 | +11.5% | 106,992 | +4.1% | 3.22% | +6.1% |
| Q4 2022 | $4,640,509 | +9.6% | 102,780 | +2.8% | 3.04% | -0.9% |
| Q3 2022 | $4,234,000 | -2.0% | 99,968 | +3.4% | 3.06% | +3.2% |
| Q2 2022 | $4,319,000 | -17.2% | 96,716 | -0.2% | 2.97% | -8.2% |
| Q1 2022 | $5,219,000 | +1.2% | 96,924 | +113.9% | 3.23% | +1.1% |
| Q4 2021 | $5,158,000 | +10.2% | 45,314 | +0.7% | 3.20% | -7.5% |
| Q3 2021 | $4,680,000 | +3.4% | 44,985 | +3.3% | 3.45% | +63.9% |
| Q2 2021 | $4,526,000 | +8.3% | 43,528 | +0.0% | 2.11% | -8.2% |
| Q1 2021 | $4,179,000 | – | 43,519 | – | 2.30% | – |
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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% |