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 2021 | $268,000 | -12.7% | 2,579 | -12.7% | 0.02% | -20.0% |
Q2 2021 | $307,000 | +8.5% | 2,954 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $283,000 | +5.6% | 2,954 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $268,000 | +12.6% | 2,954 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $238,000 | +2.1% | 2,954 | -6.3% | 0.02% | -4.8% |
Q2 2020 | $233,000 | +3.1% | 3,154 | +6.8% | 0.02% | +5.0% |
Q4 2019 | $226,000 | +8.1% | 2,954 | 0.0% | 0.02% | -4.8% |
Q3 2019 | $209,000 | +0.5% | 2,954 | 0.0% | 0.02% | -4.5% |
Q2 2019 | $208,000 | -0.5% | 2,954 | -4.8% | 0.02% | -8.3% |
Q1 2019 | $209,000 | +4.0% | 3,102 | -8.3% | 0.02% | -17.2% |
Q4 2018 | $201,000 | -25.6% | 3,381 | -13.2% | 0.03% | -45.3% |
Q3 2018 | $270,000 | +6.7% | 3,895 | 0.0% | 0.05% | -3.6% |
Q2 2018 | $253,000 | +3.3% | 3,895 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $245,000 | -33.6% | 3,895 | -32.7% | 0.06% | -36.8% |
Q4 2017 | $369,000 | – | 5,791 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |