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 | $110,308 | -3.4% | 2,180 | 0.0% | 0.08% | +3.9% |
| Q2 2023 | $114,167 | +8.3% | 2,180 | 0.0% | 0.08% | +2.7% |
| Q1 2023 | $105,447 | +7.1% | 2,180 | 0.0% | 0.07% | +5.7% |
| Q4 2022 | $98,427 | +7.0% | 2,180 | 0.0% | 0.07% | -4.1% |
| Q3 2022 | $92,000 | -5.2% | 2,180 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $97,000 | -17.1% | 2,180 | 0.0% | 0.07% | +5.9% |
| Q1 2022 | $117,000 | -5.6% | 2,180 | +100.0% | 0.07% | +4.6% |
| Q4 2021 | $124,000 | +9.7% | 1,090 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $113,000 | +15.3% | 1,090 | +15.3% | 0.06% | +18.2% |
| Q2 2021 | $98,000 | +7.7% | 945 | 0.0% | 0.06% | -6.8% |
| Q1 2021 | $91,000 | +193.5% | 945 | +177.9% | 0.06% | +168.2% |
| Q4 2020 | $31,000 | +14.8% | 340 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $27,000 | +8.0% | 340 | 0.0% | 0.02% | -10.7% |
| Q2 2020 | $25,000 | -3.8% | 340 | -19.0% | 0.03% | -15.2% |
| Q1 2020 | $26,000 | -18.8% | 420 | 0.0% | 0.03% | +22.2% |
| Q4 2019 | $32,000 | +6.7% | 420 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $30,000 | +11.1% | 420 | +9.1% | 0.03% | +11.5% |
| Q2 2019 | $27,000 | +17.4% | 385 | +14.9% | 0.03% | +8.3% |
| Q1 2019 | $23,000 | +91.7% | 335 | +67.5% | 0.02% | +60.0% |
| Q4 2018 | $12,000 | – | 200 | – | 0.02% | – |
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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% |