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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,311,000 | -16.4% | 29,347 | +0.8% | 0.03% | -9.7% |
| Q1 2022 | $1,568,000 | -9.4% | 29,122 | +91.6% | 0.03% | -6.1% |
| Q4 2021 | $1,730,000 | -51.5% | 15,198 | -55.6% | 0.03% | -54.2% |
| Q3 2021 | $3,564,000 | +25.4% | 34,263 | +25.4% | 0.07% | +22.0% |
| Q2 2021 | $2,842,000 | +9.0% | 27,331 | +0.7% | 0.06% | -1.7% |
| Q1 2021 | $2,607,000 | +1.6% | 27,147 | -3.8% | 0.06% | -4.8% |
| Q4 2020 | $2,566,000 | +8.5% | 28,209 | -3.8% | 0.06% | -4.5% |
| Q3 2020 | $2,365,000 | +10.8% | 29,337 | +1.8% | 0.07% | -1.5% |
| Q2 2020 | $2,135,000 | -49.9% | 28,817 | -58.6% | 0.07% | -55.6% |
| Q1 2020 | $4,261,000 | -5.4% | 69,580 | +9.6% | 0.15% | +3.4% |
| Q4 2019 | $4,502,000 | 0.0% | 63,478 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $4,502,000 | +18.4% | 63,478 | +17.2% | 0.15% | +16.7% |
| Q2 2019 | $3,802,000 | -21.6% | 54,178 | -24.5% | 0.13% | -19.7% |
| Q1 2019 | $4,852,000 | +38.1% | 71,774 | +22.0% | 0.16% | +21.7% |
| Q4 2018 | $3,513,000 | -7.2% | 58,849 | +8.1% | 0.13% | +18.3% |
| Q3 2018 | $3,786,000 | +12.6% | 54,426 | +5.2% | 0.11% | +0.9% |
| Q2 2018 | $3,362,000 | +101.0% | 51,733 | +95.0% | 0.11% | +83.1% |
| Q1 2018 | $1,673,000 | – | 26,527 | – | 0.06% | – |
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% |