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 | $207,096 | -1.4% | 4,093 | +2.0% | 0.28% | -14.6% |
| Q2 2023 | $210,124 | +8.6% | 4,012 | +0.3% | 0.32% | +4.2% |
| Q1 2023 | $193,486 | +7.7% | 4,000 | +0.6% | 0.31% | +0.6% |
| Q4 2022 | $179,587 | +12.9% | 3,978 | +6.0% | 0.31% | +6.2% |
| Q3 2022 | $159,000 | +3.2% | 3,754 | +9.1% | 0.29% | +15.5% |
| Q2 2022 | $154,000 | -9.4% | 3,440 | +9.1% | 0.25% | +3.3% |
| Q1 2022 | $170,000 | -0.6% | 3,152 | +109.6% | 0.24% | +11.5% |
| Q4 2021 | $171,000 | +15.5% | 1,504 | +6.1% | 0.22% | +13.5% |
| Q3 2021 | $148,000 | +5.0% | 1,418 | +4.6% | 0.19% | +1.6% |
| Q2 2021 | $141,000 | +14.6% | 1,356 | +6.0% | 0.19% | +7.4% |
| Q1 2021 | $123,000 | +20.6% | 1,279 | +14.0% | 0.18% | +15.8% |
| Q4 2020 | $102,000 | +37.8% | 1,122 | +23.0% | 0.15% | +19.7% |
| Q3 2020 | $74,000 | +42.3% | 912 | +29.2% | 0.13% | +15.5% |
| Q2 2020 | $52,000 | +57.6% | 706 | +29.5% | 0.11% | +54.9% |
| Q1 2020 | $33,000 | +26.9% | 545 | +59.8% | 0.07% | +31.5% |
| Q4 2019 | $26,000 | +62.5% | 341 | +47.6% | 0.05% | +54.3% |
| Q3 2019 | $16,000 | +33.3% | 231 | +32.0% | 0.04% | +12.9% |
| Q2 2019 | $12,000 | -60.0% | 175 | -60.9% | 0.03% | -58.1% |
| Q1 2019 | $30,000 | +500.0% | 447 | +438.6% | 0.07% | +362.5% |
| Q4 2018 | $5,000 | +400.0% | 83 | +336.8% | 0.02% | +433.3% |
| Q3 2018 | $1,000 | 0.0% | 19 | +5.6% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | 0.0% | 18 | +20.0% | 0.00% | -40.0% |
| Q2 2017 | $1,000 | 0.0% | 15 | +36.4% | 0.01% | -16.7% |
| Q1 2017 | $1,000 | – | 11 | – | 0.01% | – |
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% |