SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,443,922 | -3.4% | 28,536 | 0.0% | 1.07% | -0.9% |
Q2 2023 | $1,494,430 | +8.3% | 28,536 | 0.0% | 1.08% | +1.7% |
Q1 2023 | $1,380,286 | +7.1% | 28,536 | 0.0% | 1.06% | -6.7% |
Q4 2022 | $1,288,400 | +6.6% | 28,536 | 0.0% | 1.14% | -1.9% |
Q3 2022 | $1,209,000 | -5.1% | 28,536 | 0.0% | 1.16% | +2.2% |
Q2 2022 | $1,274,000 | -17.1% | 28,536 | 0.0% | 1.14% | -0.6% |
Q1 2022 | $1,537,000 | -5.4% | 28,536 | +100.0% | 1.14% | +2.5% |
Q4 2021 | $1,624,000 | +9.4% | 14,268 | 0.0% | 1.12% | -1.6% |
Q3 2021 | $1,484,000 | +0.1% | 14,268 | 0.0% | 1.13% | -2.0% |
Q2 2021 | $1,483,000 | +8.2% | 14,268 | 0.0% | 1.16% | +0.4% |
Q1 2021 | $1,370,000 | +5.6% | 14,268 | 0.0% | 1.15% | +3.3% |
Q4 2020 | $1,297,000 | +12.8% | 14,268 | 0.0% | 1.11% | +6.6% |
Q3 2020 | $1,150,000 | +18.6% | 14,268 | +9.0% | 1.04% | +10.9% |
Q2 2020 | $970,000 | +20.9% | 13,095 | 0.0% | 0.94% | -4.8% |
Q1 2020 | $802,000 | -20.2% | 13,095 | 0.0% | 0.99% | -2.4% |
Q4 2019 | $1,005,000 | – | 13,095 | – | 1.01% | – |
Download |
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% |