SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,873 | -6.5% | 50,887 | -3.2% | 0.23% | +10.0% |
| Q2 2023 | $2,754,102 | +10.0% | 52,589 | +1.6% | 0.21% | +0.5% |
| Q1 2023 | $2,502,903 | -0.4% | 51,745 | -7.0% | 0.21% | -15.0% |
| Q4 2022 | $2,511,805 | +7.9% | 55,632 | +1.2% | 0.25% | -7.5% |
| Q3 2022 | $2,327,000 | -30.5% | 54,949 | +86.7% | 0.27% | -19.4% |
| Q4 2021 | $3,350,000 | +14.6% | 29,435 | +4.7% | 0.33% | +2.2% |
| Q3 2021 | $2,924,000 | +14.4% | 28,111 | +14.4% | 0.32% | +10.6% |
| Q2 2021 | $2,556,000 | +46.1% | 24,581 | +35.0% | 0.29% | +30.4% |
| Q1 2021 | $1,749,000 | +12.8% | 18,212 | +6.9% | 0.22% | -14.5% |
| Q4 2020 | $1,550,000 | +15.4% | 17,042 | +4.3% | 0.26% | +1.6% |
| Q3 2020 | $1,343,000 | +18.8% | 16,334 | +10.4% | 0.26% | +1.2% |
| Q2 2020 | $1,130,000 | +7.1% | 14,792 | -6.0% | 0.26% | -10.2% |
| Q1 2020 | $1,055,000 | -30.8% | 15,741 | -20.0% | 0.28% | -24.1% |
| Q4 2019 | $1,524,000 | +10.4% | 19,684 | -0.6% | 0.37% | -1.8% |
| Q3 2019 | $1,380,000 | -3.8% | 19,812 | -0.2% | 0.38% | -2.3% |
| Q2 2019 | $1,435,000 | +5.5% | 19,850 | +2.6% | 0.39% | -5.8% |
| Q1 2019 | $1,360,000 | +7.7% | 19,340 | +0.5% | 0.41% | +4.5% |
| Q4 2018 | $1,263,000 | +31.3% | 19,251 | +30.8% | 0.40% | -47.0% |
| Q3 2018 | $962,000 | +45.5% | 14,721 | +44.7% | 0.75% | +28.1% |
| Q2 2018 | $661,000 | +29.1% | 10,171 | +25.2% | 0.58% | +20.2% |
| Q1 2018 | $512,000 | +18.5% | 8,121 | +19.9% | 0.48% | +7.1% |
| Q4 2017 | $432,000 | – | 6,774 | – | 0.45% | – |
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% |