SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696,003 | +2.3% | 13,755 | +5.9% | 0.19% | +7.5% |
| Q2 2023 | $680,286 | +86.0% | 12,990 | +71.8% | 0.17% | +85.1% |
| Q1 2023 | $365,677 | +0.1% | 7,560 | -6.5% | 0.09% | -4.1% |
| Q4 2022 | $365,173 | +14.5% | 8,088 | +7.4% | 0.10% | +7.7% |
| Q3 2022 | $319,000 | +41.2% | 7,533 | +48.8% | 0.09% | +46.8% |
| Q2 2022 | $226,000 | -16.6% | 5,063 | +0.6% | 0.06% | -4.6% |
| Q1 2022 | $271,000 | -1.5% | 5,032 | +108.3% | 0.06% | +4.8% |
| Q4 2021 | $275,000 | -3.2% | 2,416 | -11.4% | 0.06% | -10.1% |
| Q3 2021 | $284,000 | -0.4% | 2,726 | -0.6% | 0.07% | 0.0% |
| Q2 2021 | $285,000 | +12.6% | 2,742 | +4.2% | 0.07% | +6.2% |
| Q1 2021 | $253,000 | +5.4% | 2,631 | -0.5% | 0.06% | 0.0% |
| Q4 2020 | $240,000 | +12.7% | 2,644 | 0.0% | 0.06% | +3.2% |
| Q3 2020 | $213,000 | +4.9% | 2,644 | -11.9% | 0.06% | -8.7% |
| Q1 2019 | $203,000 | +1.0% | 3,002 | +3.7% | 0.07% | +1.5% |
| Q3 2018 | $201,000 | – | 2,896 | – | 0.07% | – |
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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% |