SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,555,756 | +1056.4% | 149,323 | +1096.8% | 0.79% | +994.4% |
| Q2 2023 | $653,407 | +7.2% | 12,477 | -1.0% | 0.07% | +10.8% |
| Q1 2023 | $609,595 | +8.2% | 12,603 | +1.0% | 0.06% | +1.6% |
| Q4 2022 | $563,325 | -18.5% | 12,477 | -23.5% | 0.06% | -20.0% |
| Q3 2022 | $691,000 | -5.1% | 16,313 | +0.0% | 0.08% | +5.3% |
| Q2 2022 | $728,000 | -20.1% | 16,312 | -3.6% | 0.08% | -7.3% |
| Q1 2022 | $911,000 | -3.7% | 16,913 | +103.4% | 0.08% | +15.5% |
| Q4 2021 | $946,000 | +11.7% | 8,315 | +2.1% | 0.07% | +2.9% |
| Q3 2021 | $847,000 | 0.0% | 8,145 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $847,000 | +13.1% | 8,145 | +4.4% | 0.07% | +4.4% |
| Q1 2021 | $749,000 | +29.1% | 7,804 | +22.3% | 0.07% | +19.3% |
| Q4 2020 | $580,000 | +13.1% | 6,379 | +0.3% | 0.06% | 0.0% |
| Q3 2020 | $513,000 | +8.7% | 6,361 | -0.1% | 0.06% | +1.8% |
| Q2 2020 | $472,000 | +133.7% | 6,370 | +124.1% | 0.06% | +100.0% |
| Q3 2019 | $202,000 | – | 2,843 | – | 0.03% | – |
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% |