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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $375,000 | -75.7% | 6,124 | -69.5% | 0.02% | -58.1% |
| Q4 2019 | $1,542,000 | -6.9% | 20,080 | -14.0% | 0.04% | -2.3% |
| Q3 2019 | $1,656,000 | +728.0% | 23,345 | +719.1% | 0.04% | +780.0% |
| Q2 2019 | $200,000 | -2.0% | 2,850 | -5.6% | 0.01% | 0.0% |
| Q1 2019 | $204,000 | -10.1% | 3,020 | -7.6% | 0.01% | 0.0% |
| Q3 2018 | $227,000 | -3.0% | 3,270 | -9.2% | 0.01% | -16.7% |
| Q2 2018 | $234,000 | +0.9% | 3,600 | -1.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | – | 3,635 | – | 0.01% | – |
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% |