SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,386,361 | -3.4% | 27,398 | +0.0% | 0.20% | +1.0% |
| Q2 2023 | $1,434,791 | +8.3% | 27,397 | +0.0% | 0.20% | +2.0% |
| Q1 2023 | $1,325,144 | -0.6% | 27,395 | -7.2% | 0.20% | -10.4% |
| Q4 2022 | $1,333,087 | +47.0% | 29,526 | +37.9% | 0.22% | +17.6% |
| Q3 2022 | $907,000 | -5.1% | 21,409 | +0.0% | 0.19% | +2.7% |
| Q2 2022 | $956,000 | -17.1% | 21,408 | +0.0% | 0.18% | -13.3% |
| Q1 2022 | $1,153,000 | -12.1% | 21,407 | +85.8% | 0.21% | -16.6% |
| Q4 2021 | $1,311,000 | +9.4% | 11,521 | +0.0% | 0.25% | +0.4% |
| Q3 2021 | $1,198,000 | 0.0% | 11,520 | +0.0% | 0.25% | 0.0% |
| Q2 2021 | $1,198,000 | +8.3% | 11,519 | 0.0% | 0.25% | +2.0% |
| Q1 2021 | $1,106,000 | +5.5% | 11,519 | 0.0% | 0.25% | -6.1% |
| Q4 2020 | $1,048,000 | +12.9% | 11,519 | +0.1% | 0.26% | -7.4% |
| Q3 2020 | $928,000 | +8.9% | 11,507 | +0.0% | 0.28% | -1.0% |
| Q2 2020 | $852,000 | +20.9% | 11,506 | 0.0% | 0.29% | -0.3% |
| Q1 2020 | $705,000 | -53.9% | 11,506 | -42.3% | 0.29% | -62.9% |
| Q4 2019 | $1,530,000 | – | 19,928 | – | 0.78% | – |
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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% |