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 | $23,912,588 | -7.9% | 472,581 | -4.7% | 7.03% | -4.6% |
| Q2 2023 | $25,969,563 | +5.7% | 495,886 | -2.4% | 7.37% | +3.6% |
| Q1 2023 | $24,565,320 | +12.9% | 507,863 | +5.3% | 7.11% | +20.7% |
| Q4 2022 | $21,767,426 | +6.5% | 482,114 | -0.1% | 5.89% | +0.2% |
| Q3 2022 | $20,435,000 | -4.0% | 482,524 | +1.3% | 5.88% | -28.6% |
| Q2 2022 | $21,282,000 | -17.9% | 476,525 | -1.0% | 8.24% | -11.5% |
| Q1 2022 | $25,912,000 | +7.7% | 481,197 | +127.6% | 9.31% | +10.2% |
| Q4 2021 | $24,069,000 | +8.2% | 211,466 | -1.1% | 8.44% | -0.9% |
| Q3 2021 | $22,248,000 | -5.5% | 213,857 | -5.5% | 8.52% | -8.5% |
| Q2 2021 | $23,539,000 | +10.7% | 226,404 | +2.2% | 9.31% | -5.6% |
| Q1 2021 | $21,270,000 | +56.5% | 221,491 | +48.2% | 9.86% | +16.7% |
| Q4 2020 | $13,595,000 | +11.1% | 149,477 | -1.5% | 8.44% | -9.2% |
| Q3 2020 | $12,238,000 | +45.7% | 151,783 | +33.9% | 9.30% | +36.3% |
| Q2 2020 | $8,402,000 | +18.9% | 113,385 | -1.7% | 6.82% | +30.8% |
| Q1 2020 | $7,067,000 | -39.1% | 115,385 | -23.6% | 5.22% | +14.8% |
| Q4 2019 | $11,598,000 | -0.8% | 151,002 | -8.4% | 4.54% | -11.4% |
| Q3 2019 | $11,695,000 | +0.5% | 164,876 | -0.5% | 5.13% | -1.9% |
| Q2 2019 | $11,633,000 | -7.5% | 165,734 | -10.9% | 5.23% | -14.2% |
| Q1 2019 | $12,579,000 | +33.1% | 186,056 | +17.5% | 6.10% | +19.4% |
| Q4 2018 | $9,454,000 | – | 158,356 | – | 5.11% | – |
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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% |