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 | $2,143,922 | -5.7% | 42,370 | -2.4% | 2.02% | +6.2% |
| Q2 2023 | $2,274,167 | +11.0% | 43,425 | +2.5% | 1.90% | +6.6% |
| Q1 2023 | $2,049,002 | +6.5% | 42,361 | -0.6% | 1.78% | +5.1% |
| Q4 2022 | $1,923,255 | +6.9% | 42,597 | +0.3% | 1.70% | +3.2% |
| Q3 2022 | $1,799,000 | -4.5% | 42,489 | +0.7% | 1.64% | +1.0% |
| Q2 2022 | $1,884,000 | -16.9% | 42,184 | +0.2% | 1.63% | +0.2% |
| Q1 2022 | $2,267,000 | -4.6% | 42,092 | +101.6% | 1.62% | +1.4% |
| Q4 2021 | $2,376,000 | +9.5% | 20,877 | +0.1% | 1.60% | +2.2% |
| Q3 2021 | $2,169,000 | +0.5% | 20,850 | +0.4% | 1.57% | +1.7% |
| Q2 2021 | $2,159,000 | +8.2% | 20,761 | -0.1% | 1.54% | +2.5% |
| Q1 2021 | $1,995,000 | +5.6% | 20,777 | 0.0% | 1.50% | -0.2% |
| Q4 2020 | $1,890,000 | +15.4% | 20,777 | +2.3% | 1.51% | +1.7% |
| Q3 2020 | $1,638,000 | -99.9% | 20,310 | +0.0% | 1.48% | +0.6% |
| Q2 2020 | $1,504,304,000 | +264276.8% | 20,301 | +118.4% | 1.47% | +125.0% |
| Q1 2020 | $569,000 | -2.7% | 9,297 | +22.1% | 0.66% | +28.7% |
| Q4 2019 | $585,000 | -20.0% | 7,613 | -26.2% | 0.51% | -18.2% |
| Q3 2019 | $731,000 | +0.3% | 10,311 | -0.7% | 0.62% | +0.6% |
| Q2 2019 | $729,000 | +6.3% | 10,386 | +2.4% | 0.62% | +7.3% |
| Q1 2019 | $686,000 | +20.8% | 10,147 | +6.7% | 0.58% | 0.0% |
| Q4 2018 | $568,000 | – | 9,508 | – | 0.58% | – |
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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% |