SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $306,884 | -3.3% | 6,064 | +0.1% | 0.07% | -2.7% |
Q2 2023 | $317,274 | +8.4% | 6,058 | +0.1% | 0.08% | +4.2% |
Q1 2023 | $292,700 | +7.3% | 6,051 | +0.2% | 0.07% | -22.6% |
Q4 2022 | $272,711 | +6.9% | 6,040 | +0.2% | 0.09% | +8.1% |
Q3 2022 | $255,000 | -24.6% | 6,027 | -20.5% | 0.09% | -23.9% |
Q2 2022 | $338,000 | -17.0% | 7,581 | +0.2% | 0.11% | 0.0% |
Q1 2022 | $407,000 | -5.3% | 7,569 | +100.2% | 0.11% | -6.6% |
Q4 2021 | $430,000 | -2.3% | 3,780 | -10.7% | 0.12% | -9.0% |
Q3 2021 | $440,000 | +0.2% | 4,234 | +0.1% | 0.13% | +1.5% |
Q2 2021 | $439,000 | -3.3% | 4,228 | -10.7% | 0.13% | -7.7% |
Q1 2021 | $454,000 | +18.8% | 4,733 | +12.6% | 0.14% | +14.5% |
Q4 2020 | $382,000 | +17.2% | 4,205 | +3.7% | 0.12% | +2.5% |
Q3 2020 | $326,000 | +831.4% | 4,054 | +781.3% | 0.12% | +908.3% |
Q4 2019 | $35,000 | -12.5% | 460 | -19.3% | 0.01% | -14.3% |
Q3 2019 | $40,000 | 0.0% | 570 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $40,000 | +5.3% | 570 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $38,000 | +15.2% | 570 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $33,000 | -38.9% | 570 | -26.9% | 0.01% | -33.3% |
Q3 2018 | $54,000 | – | 780 | – | 0.02% | – |
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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% |