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 | $8,096 | -3.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,379 | +8.3% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,739 | +110457.1% | 160 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 160 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 160 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -11.1% | 160 | +100.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -50.0% | 80 | -32.2% | 0.00% | – |
| Q2 2019 | $8,000 | – | 118 | – | 0.00% | – |
Download | ||||||
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% |