SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,799 | -3.3% | 6,221 | +0.1% | 0.07% | +4.3% |
| Q2 2023 | $325,532 | +8.4% | 6,216 | +0.1% | 0.07% | +2.9% |
| Q1 2023 | $300,418 | +7.2% | 6,211 | +0.1% | 0.07% | +13.3% |
| Q4 2022 | $280,178 | +6.5% | 6,205 | +0.1% | 0.06% | -14.3% |
| Q3 2022 | $263,000 | -6.1% | 6,199 | +0.1% | 0.07% | +1.4% |
| Q2 2022 | $280,000 | +33.3% | 6,193 | +235.5% | 0.07% | +60.5% |
| Q4 2021 | $210,000 | -23.1% | 1,846 | -38.4% | 0.04% | -44.9% |
| Q4 2020 | $273,000 | +12.8% | 2,997 | 0.0% | 0.08% | -4.9% |
| Q3 2020 | $242,000 | +14.2% | 2,997 | +4.7% | 0.08% | +1.2% |
| Q2 2020 | $212,000 | -59.6% | 2,863 | -58.1% | 0.08% | -63.5% |
| Q4 2019 | $525,000 | +2.1% | 6,834 | -5.7% | 0.22% | -3.5% |
| Q3 2019 | $514,000 | – | 7,244 | – | 0.23% | – |
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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% |