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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $129,776 | 0.0% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,776 | +7.1% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $121,137 | -5.4% | 2,683 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $128,000 | +124.6% | 3,023 | +182.5% | 0.00% | – |
| Q1 2022 | $57,000 | -48.6% | 1,070 | +9.1% | 0.00% | -100.0% |
| Q4 2021 | $111,000 | +101.8% | 981 | +83.4% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 535 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -12.7% | 535 | -18.9% | 0.00% | – |
| Q1 2021 | $63,000 | -18.2% | 660 | -22.4% | 0.00% | – |
| Q4 2020 | $77,000 | -12.5% | 850 | -22.7% | 0.00% | -100.0% |
| Q3 2020 | $88,000 | +8.6% | 1,100 | 0.0% | 0.00% | – |
| Q2 2020 | $81,000 | -3.6% | 1,100 | 0.0% | 0.00% | – |
| Q1 2020 | $84,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q4 2019 | $84,000 | -8.7% | 1,100 | -15.4% | 0.00% | – |
| Q3 2019 | $92,000 | +19.5% | 1,300 | +18.2% | 0.00% | – |
| Q2 2019 | $77,000 | -56.5% | 1,100 | -58.2% | 0.00% | -100.0% |
| Q1 2019 | $177,000 | – | 2,629 | – | 0.00% | – |
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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% |