SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,252,529 | -20.8% | 64,279 | -18.0% | 0.00% | 0.0% |
| Q2 2023 | $4,104,590 | +10.6% | 78,377 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $3,710,805 | +7.1% | 76,717 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,463,784 | +28.8% | 76,717 | +20.8% | 0.00% | 0.0% |
| Q3 2022 | $2,690,000 | -6.7% | 63,516 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $2,882,000 | -16.2% | 64,517 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $3,440,000 | +13.5% | 63,877 | +139.8% | 0.00% | 0.0% |
| Q4 2021 | $3,032,000 | +9.8% | 26,641 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $2,761,000 | -1.5% | 26,543 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $2,804,000 | +13.1% | 26,966 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $2,479,000 | +5.6% | 25,817 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,348,000 | -13.0% | 25,817 | -22.8% | 0.00% | 0.0% |
| Q3 2020 | $2,698,000 | +19.1% | 33,459 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $2,265,000 | +39.2% | 30,567 | +15.0% | 0.00% | 0.0% |
| Q1 2020 | $1,627,000 | -47.6% | 26,579 | -34.3% | 0.00% | 0.0% |
| Q4 2019 | $3,107,000 | +7.7% | 40,448 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $2,884,000 | -18.7% | 40,660 | -19.6% | 0.00% | 0.0% |
| Q2 2019 | $3,549,000 | +93.5% | 50,568 | +86.4% | 0.00% | 0.0% |
| Q1 2019 | $1,834,000 | +3.9% | 27,126 | -8.3% | 0.00% | 0.0% |
| Q4 2018 | $1,766,000 | -14.1% | 29,576 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,057,000 | +34.7% | 29,576 | +25.9% | 0.00% | – |
| Q2 2018 | $1,527,000 | +9.5% | 23,495 | +6.3% | 0.00% | – |
| Q1 2018 | $1,394,000 | +13.6% | 22,100 | +14.9% | 0.00% | – |
| Q4 2017 | $1,227,000 | +6.1% | 19,240 | -0.0% | 0.00% | – |
| Q3 2017 | $1,156,000 | +4.0% | 19,249 | 0.0% | 0.00% | – |
| Q2 2017 | $1,112,000 | +2.7% | 19,249 | +0.0% | 0.00% | – |
| Q1 2017 | $1,083,000 | -31.3% | 19,241 | -35.0% | 0.00% | – |
| Q4 2016 | $1,576,000 | +59.7% | 29,585 | +54.7% | 0.00% | – |
| Q3 2016 | $987,000 | +3.9% | 19,120 | +0.2% | 0.00% | – |
| Q2 2016 | $950,000 | -8.7% | 19,078 | -10.4% | 0.00% | – |
| Q1 2016 | $1,040,000 | +29.5% | 21,298 | +28.8% | 0.00% | – |
| Q4 2015 | $803,000 | +7.1% | 16,534 | +0.9% | 0.00% | – |
| Q3 2015 | $750,000 | -4.3% | 16,388 | +3.1% | 0.00% | – |
| Q2 2015 | $784,000 | – | 15,898 | – | 0.00% | – |
Download | ||||||
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% |