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 | $920,410 | -10.0% | 18,190 | -6.9% | 0.28% | -2.1% |
| Q2 2023 | $1,022,878 | -52.5% | 19,532 | -61.6% | 0.29% | -59.0% |
| Q3 2022 | $2,154,000 | +39.5% | 50,881 | +47.2% | 0.71% | +47.0% |
| Q2 2022 | $1,544,000 | -12.5% | 34,575 | +5.5% | 0.48% | +1.5% |
| Q1 2022 | $1,764,000 | +1.3% | 32,768 | +114.1% | 0.47% | +61.2% |
| Q4 2021 | $1,742,000 | +12.1% | 15,308 | +2.5% | 0.29% | -3.9% |
| Q3 2021 | $1,554,000 | +84.8% | 14,938 | +84.6% | 0.31% | +74.9% |
| Q2 2021 | $841,000 | +86.1% | 8,090 | +62.7% | 0.18% | +50.9% |
| Q4 2020 | $452,000 | +11.1% | 4,972 | -1.7% | 0.12% | -2.5% |
| Q3 2020 | $407,000 | +8.0% | 5,059 | -0.6% | 0.12% | +30.8% |
| Q2 2020 | $377,000 | – | 5,091 | – | 0.09% | – |
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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% |