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 2021 | $319,000 | 0.0% | 3,070 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $319,000 | +8.1% | 3,070 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $295,000 | +10.1% | 3,070 | +4.1% | 0.01% | 0.0% |
| Q4 2020 | $268,000 | +12.6% | 2,949 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $238,000 | +9.2% | 2,949 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $218,000 | -48.3% | 2,937 | -51.6% | 0.01% | -53.8% |
| Q3 2018 | $422,000 | +7.1% | 6,067 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $394,000 | +2.9% | 6,067 | 0.0% | 0.01% | -13.3% |
| Q1 2018 | $383,000 | -1.0% | 6,067 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $387,000 | +6.3% | 6,067 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $364,000 | -22.6% | 6,067 | -25.5% | 0.01% | -22.2% |
| Q2 2017 | $470,000 | +2.6% | 8,139 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $458,000 | +1017.1% | 8,139 | +961.1% | 0.02% | +800.0% |
| Q4 2016 | $41,000 | +2.5% | 767 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $40,000 | +5.3% | 767 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +2.7% | 767 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $37,000 | 0.0% | 767 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $37,000 | – | 767 | – | 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% |