SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 865 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $981,000 | +11.9% | 9,434 | +3.3% | 0.04% | 0.0% |
| Q1 2021 | $877,000 | +5.5% | 9,134 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $831,000 | +85.5% | 9,134 | +64.4% | 0.04% | +63.6% |
| Q3 2020 | $448,000 | +8.7% | 5,557 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $412,000 | +0.7% | 5,557 | -16.7% | 0.02% | -14.8% |
| Q1 2020 | $409,000 | +1.2% | 6,673 | +26.9% | 0.03% | +28.6% |
| Q4 2019 | $404,000 | +7.7% | 5,260 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $375,000 | +1.9% | 5,292 | +1.0% | 0.02% | 0.0% |
| Q2 2019 | $368,000 | +1.9% | 5,242 | -1.7% | 0.02% | -4.5% |
| Q1 2019 | $361,000 | +79.6% | 5,335 | +29.9% | 0.02% | +15.8% |
| Q1 2016 | $201,000 | – | 4,107 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |