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 2020 | $289,000 | +8.6% | 3,588 | 0.0% | 0.06% | +1.6% |
Q2 2020 | $266,000 | +20.9% | 3,588 | 0.0% | 0.06% | 0.0% |
Q1 2020 | $220,000 | -60.1% | 3,588 | -50.0% | 0.06% | -9.0% |
Q4 2019 | $552,000 | +106.0% | 7,176 | +89.6% | 0.07% | +3.1% |
Q3 2019 | $268,000 | +0.8% | 3,785 | 0.0% | 0.06% | -4.4% |
Q2 2019 | $266,000 | +3.9% | 3,785 | 0.0% | 0.07% | -5.6% |
Q1 2019 | $256,000 | +13.3% | 3,785 | 0.0% | 0.07% | -4.0% |
Q4 2018 | $226,000 | -14.1% | 3,785 | 0.0% | 0.08% | -3.8% |
Q3 2018 | $263,000 | +6.9% | 3,785 | 0.0% | 0.08% | -1.3% |
Q2 2018 | $246,000 | -48.5% | 3,785 | -50.0% | 0.08% | 0.0% |
Q1 2018 | $478,000 | – | 7,570 | – | 0.08% | – |
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% |