SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $247,196 | +6.6% | 5,475 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $232,000 | -3.7% | 5,475 | +22.5% | 0.00% | 0.0% |
Q1 2022 | $241,000 | -5.1% | 4,470 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $254,000 | -2.7% | 2,235 | -47.5% | 0.00% | -57.1% |
Q1 2020 | $261,000 | -63.2% | 4,260 | -53.9% | 0.01% | -53.3% |
Q4 2019 | $710,000 | +9.6% | 9,245 | +1.2% | 0.02% | 0.0% |
Q3 2019 | $648,000 | +1.1% | 9,132 | 0.0% | 0.02% | +7.1% |
Q2 2019 | $641,000 | +2.7% | 9,132 | -1.1% | 0.01% | -6.7% |
Q1 2019 | $624,000 | – | 9,233 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |