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 | $1,453,106 | +4.9% | 28,718 | +8.5% | 0.13% | +3.9% |
| Q2 2023 | $1,385,867 | +5.4% | 26,463 | -2.6% | 0.13% | -2.3% |
| Q1 2023 | $1,314,310 | -1.2% | 27,172 | -7.8% | 0.13% | -7.0% |
| Q4 2022 | $1,330,300 | +47.2% | 29,464 | +38.0% | 0.14% | +40.6% |
| Q3 2022 | $904,000 | +6.5% | 21,349 | +12.2% | 0.10% | +12.2% |
| Q2 2022 | $849,000 | -17.2% | 19,021 | -0.1% | 0.09% | 0.0% |
| Q1 2022 | $1,025,000 | -8.9% | 19,031 | +92.6% | 0.09% | +1.1% |
| Q4 2021 | $1,125,000 | +8.8% | 9,882 | -0.6% | 0.09% | 0.0% |
| Q3 2021 | $1,034,000 | +5.2% | 9,940 | +5.2% | 0.09% | +6.0% |
| Q2 2021 | $983,000 | +6.2% | 9,452 | +3.5% | 0.08% | +5.0% |
| Q1 2021 | $926,000 | +14.3% | 9,130 | +2.5% | 0.08% | +3.9% |
| Q4 2020 | $810,000 | +13.3% | 8,907 | +0.5% | 0.08% | -1.3% |
| Q3 2020 | $715,000 | – | 8,864 | – | 0.08% | – |
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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% |