SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,592,016 | +23.2% | 268,617 | +27.5% | 0.19% | +22.9% |
| Q2 2023 | $11,032,591 | +14.4% | 210,666 | -1.3% | 0.16% | -10.3% |
| Q1 2023 | $9,641,397 | 0.0% | 213,541 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $9,641,397 | +15.5% | 213,541 | +8.4% | 0.18% | +2.9% |
| Q3 2022 | $8,346,000 | -2.1% | 197,083 | +3.2% | 0.17% | +1.2% |
| Q2 2022 | $8,525,000 | +11.4% | 190,894 | +34.4% | 0.17% | +11.3% |
| Q1 2022 | $7,650,000 | -2.9% | 142,063 | +105.2% | 0.15% | -0.7% |
| Q4 2021 | $7,882,000 | +11.6% | 69,246 | +2.0% | 0.15% | +4.8% |
| Q3 2021 | $7,062,000 | -5.9% | 67,885 | -5.9% | 0.14% | -19.9% |
| Q2 2021 | $7,501,000 | +23.7% | 72,143 | +14.2% | 0.18% | -39.5% |
| Q1 2021 | $6,065,000 | +15.5% | 63,156 | +9.4% | 0.30% | +8.7% |
| Q4 2020 | $5,250,000 | +600.0% | 57,724 | +520.5% | 0.28% | +382.5% |
| Q3 2020 | $750,000 | +23.6% | 9,303 | +13.6% | 0.06% | -1.7% |
| Q2 2020 | $607,000 | -2.3% | 8,192 | -19.2% | 0.06% | -3.3% |
| Q1 2020 | $621,000 | -28.6% | 10,139 | -10.5% | 0.06% | -27.7% |
| Q4 2019 | $870,000 | +19.5% | 11,330 | +10.4% | 0.08% | +5.1% |
| Q3 2019 | $728,000 | +1.3% | 10,262 | +0.2% | 0.08% | +1.3% |
| Q2 2019 | $719,000 | -17.6% | 10,237 | -20.7% | 0.08% | -29.1% |
| Q1 2019 | $873,000 | +10.4% | 12,912 | -2.5% | 0.11% | -9.1% |
| Q4 2018 | $791,000 | +29.2% | 13,241 | +50.4% | 0.12% | +28.7% |
| Q3 2018 | $612,000 | +31.0% | 8,805 | +22.7% | 0.09% | +23.7% |
| Q2 2018 | $467,000 | -6.0% | 7,178 | -9.0% | 0.08% | -21.6% |
| Q1 2018 | $497,000 | -0.8% | 7,885 | +0.4% | 0.10% | -6.7% |
| Q4 2017 | $501,000 | +5.9% | 7,856 | -0.2% | 0.10% | -8.0% |
| Q3 2017 | $473,000 | +4.2% | 7,870 | +0.2% | 0.11% | +5.6% |
| Q2 2017 | $454,000 | -6.6% | 7,857 | -9.0% | 0.11% | -24.1% |
| Q1 2017 | $486,000 | +79.3% | 8,634 | +69.4% | 0.14% | +62.1% |
| Q4 2016 | $271,000 | +21.0% | 5,097 | +17.3% | 0.09% | +14.5% |
| Q3 2016 | $224,000 | +3.7% | 4,347 | 0.0% | 0.08% | +4.1% |
| Q2 2016 | $216,000 | -0.9% | 4,347 | -2.8% | 0.07% | +1.4% |
| Q1 2016 | $218,000 | -3.1% | 4,470 | -1.9% | 0.07% | -2.7% |
| Q2 2015 | $225,000 | -0.4% | 4,556 | 0.0% | 0.07% | -12.9% |
| Q1 2015 | $226,000 | – | 4,556 | – | 0.08% | – |
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% |