SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,854 | -3.4% | 13,673 | 0.0% | 0.09% | +2.2% |
| Q2 2023 | $716,056 | +8.3% | 13,673 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $661,364 | +5.1% | 13,673 | -1.9% | 0.09% | +1.1% |
| Q4 2022 | $629,210 | +6.6% | 13,936 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $590,000 | -5.1% | 13,936 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $622,000 | -17.1% | 13,936 | 0.0% | 0.09% | -4.3% |
| Q1 2022 | $750,000 | -5.4% | 13,936 | +100.0% | 0.09% | +3.3% |
| Q4 2021 | $793,000 | +9.4% | 6,968 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $725,000 | +0.1% | 6,968 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $724,000 | +9.7% | 6,968 | +1.5% | 0.09% | -4.2% |
| Q1 2021 | $660,000 | -10.8% | 6,868 | -15.6% | 0.10% | +11.8% |
| Q4 2020 | $740,000 | +26.3% | 8,141 | +12.1% | 0.08% | +13.3% |
| Q3 2020 | $586,000 | +8.9% | 7,263 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $538,000 | -8.2% | 7,263 | -24.1% | 0.08% | -29.0% |
| Q1 2020 | $586,000 | -22.7% | 9,574 | -3.0% | 0.11% | -1.8% |
| Q4 2019 | $758,000 | +7.5% | 9,874 | -0.7% | 0.11% | -1.8% |
| Q3 2019 | $705,000 | -0.6% | 9,941 | -1.6% | 0.11% | 0.0% |
| Q2 2019 | $709,000 | +25.3% | 10,101 | +20.7% | 0.11% | +8.8% |
| Q1 2019 | $566,000 | +13.2% | 8,368 | 0.0% | 0.10% | -2.9% |
| Q4 2018 | $500,000 | -14.1% | 8,368 | 0.0% | 0.10% | +1.0% |
| Q3 2018 | $582,000 | +7.0% | 8,368 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $544,000 | -17.9% | 8,368 | -20.4% | 0.10% | -18.9% |
| Q1 2018 | $663,000 | -6.4% | 10,513 | -5.3% | 0.13% | -9.3% |
| Q4 2017 | $708,000 | +17.4% | 11,101 | +6.3% | 0.14% | +7.7% |
| Q2 2017 | $603,000 | +33.1% | 10,441 | +22.8% | 0.13% | +25.0% |
| Q4 2016 | $453,000 | +36.4% | 8,503 | +32.2% | 0.10% | +35.1% |
| Q3 2016 | $332,000 | +43.7% | 6,433 | +38.6% | 0.08% | +40.0% |
| Q2 2016 | $231,000 | – | 4,640 | – | 0.06% | – |
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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% |