SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,567 | -4.0% | 20,723 | -0.7% | 0.21% | -1.4% |
| Q2 2023 | $1,092,630 | +13.6% | 20,864 | +4.9% | 0.21% | +5.5% |
| Q1 2023 | $961,693 | +5.9% | 19,882 | -1.1% | 0.20% | -3.8% |
| Q4 2022 | $907,802 | +4.3% | 20,106 | -2.1% | 0.21% | +0.5% |
| Q3 2022 | $870,000 | -13.3% | 20,545 | +0.6% | 0.21% | -1.9% |
| Q2 2022 | $1,004,000 | -4.7% | 20,427 | +4.4% | 0.21% | -3.7% |
| Q1 2022 | $1,054,000 | +2.0% | 19,572 | +103.5% | 0.22% | +1.4% |
| Q4 2021 | $1,033,000 | +34.7% | 9,619 | +30.5% | 0.22% | +24.1% |
| Q3 2021 | $767,000 | +9.9% | 7,369 | +9.7% | 0.17% | +8.8% |
| Q2 2021 | $698,000 | +6.2% | 6,715 | +1.3% | 0.16% | +1.3% |
| Q1 2021 | $657,000 | +37.2% | 6,632 | +33.3% | 0.16% | +30.6% |
| Q4 2020 | $479,000 | +36.9% | 4,977 | +14.7% | 0.12% | +0.8% |
| Q3 2020 | $350,000 | -1.1% | 4,340 | -0.7% | 0.12% | -3.2% |
| Q2 2020 | $354,000 | +54.6% | 4,369 | +16.6% | 0.12% | +17.0% |
| Q1 2020 | $229,000 | -11.6% | 3,747 | +11.1% | 0.11% | +5.0% |
| Q4 2019 | $259,000 | +8.8% | 3,373 | +0.6% | 0.10% | -1.0% |
| Q3 2019 | $238,000 | +4.4% | 3,354 | +2.9% | 0.10% | +1.0% |
| Q2 2019 | $228,000 | +2.7% | 3,261 | -0.7% | 0.10% | 0.0% |
| Q1 2019 | $222,000 | -40.2% | 3,285 | -41.9% | 0.10% | -39.2% |
| Q4 2018 | $371,000 | – | 5,651 | – | 0.17% | – |
Download | ||||||
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% |