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 | $836,167 | -3.4% | 16,525 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $865,389 | +6.3% | 16,525 | -1.8% | 0.11% | 0.0% |
| Q1 2023 | $813,777 | +7.1% | 16,824 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $759,604 | +0.6% | 16,824 | -5.6% | 0.11% | -12.3% |
| Q3 2022 | $755,000 | -5.2% | 17,824 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $796,000 | -16.3% | 17,824 | +0.9% | 0.12% | -6.8% |
| Q1 2022 | $951,000 | -5.9% | 17,668 | +98.9% | 0.13% | -7.0% |
| Q4 2021 | $1,011,000 | +11.3% | 8,882 | +1.8% | 0.14% | +1.4% |
| Q3 2021 | $908,000 | -18.9% | 8,727 | -19.0% | 0.14% | -19.9% |
| Q2 2021 | $1,120,000 | +8.3% | 10,770 | 0.0% | 0.18% | +4.8% |
| Q1 2021 | $1,034,000 | +5.5% | 10,770 | 0.0% | 0.17% | -4.0% |
| Q4 2020 | $980,000 | +17.6% | 10,770 | +4.3% | 0.18% | +11.5% |
| Q3 2020 | $833,000 | +8.9% | 10,330 | 0.0% | 0.16% | +0.6% |
| Q2 2020 | $765,000 | – | 10,330 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |