SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,094,178 | +13.9% | 80,913 | +17.9% | 0.11% | +15.3% |
| Q2 2023 | $3,593,137 | +16.3% | 68,611 | +7.4% | 0.10% | -3.0% |
| Q1 2023 | $3,090,679 | +17.9% | 63,897 | +10.1% | 0.10% | +6.3% |
| Q4 2022 | $2,621,105 | +1.0% | 58,053 | -5.3% | 0.10% | -5.9% |
| Q3 2022 | $2,596,000 | -3.6% | 61,308 | +1.7% | 0.10% | +2.0% |
| Q2 2022 | $2,692,000 | -16.6% | 60,275 | +0.6% | 0.10% | -3.9% |
| Q1 2022 | $3,228,000 | -8.3% | 59,935 | +93.8% | 0.10% | -4.6% |
| Q4 2021 | $3,520,000 | +3.7% | 30,929 | -5.2% | 0.11% | -6.1% |
| Q3 2021 | $3,393,000 | -6.3% | 32,618 | -6.4% | 0.12% | -8.0% |
| Q2 2021 | $3,623,000 | -5.0% | 34,844 | -12.3% | 0.12% | -25.1% |
| Q1 2021 | $3,814,000 | -42.3% | 39,712 | -45.3% | 0.17% | +7.7% |
| Q4 2020 | $6,608,000 | +120.9% | 72,644 | +95.8% | 0.16% | -5.5% |
| Q3 2020 | $2,991,000 | -49.0% | 37,094 | -53.1% | 0.16% | -5.7% |
| Q2 2020 | $5,864,000 | +19.3% | 79,132 | -1.4% | 0.17% | -6.5% |
| Q1 2020 | $4,914,000 | +33.0% | 80,216 | +66.8% | 0.19% | -18.1% |
| Q4 2019 | $3,695,000 | +0.4% | 48,105 | -7.3% | 0.23% | -12.4% |
| Q3 2019 | $3,680,000 | -2.2% | 51,876 | -3.2% | 0.26% | -14.5% |
| Q2 2019 | $3,763,000 | -86.7% | 53,617 | -87.2% | 0.30% | -74.5% |
| Q1 2019 | $28,338,000 | +3.8% | 419,146 | -8.3% | 1.19% | -19.7% |
| Q4 2018 | $27,292,000 | -16.8% | 457,152 | -3.0% | 1.48% | -1.3% |
| Q3 2018 | $32,786,000 | +182.8% | 471,344 | +164.3% | 1.50% | +33.8% |
| Q2 2018 | $11,592,000 | +16.7% | 178,365 | +13.2% | 1.12% | +23.4% |
| Q1 2018 | $9,937,000 | -37.6% | 157,536 | -36.9% | 0.91% | +24.5% |
| Q4 2017 | $15,916,000 | +27.4% | 249,538 | +19.9% | 0.73% | +22.5% |
| Q3 2017 | $12,492,000 | +75.9% | 208,074 | +64.9% | 0.60% | +61.5% |
| Q1 2017 | $7,102,000 | +110.1% | 126,202 | +98.8% | 0.37% | +90.2% |
| Q4 2016 | $3,380,000 | – | 63,476 | – | 0.19% | – |
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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% |