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 | $9,979,212 | -1.7% | 197,218 | +1.7% | 3.69% | +0.7% |
Q2 2023 | $10,154,380 | +5.4% | 193,897 | -2.6% | 3.66% | +2.1% |
Q1 2023 | $9,632,503 | +106019.9% | 199,142 | -0.9% | 3.59% | -16.7% |
Q4 2022 | $9,077 | -99.9% | 201,038 | +6.1% | 4.30% | +15.8% |
Q3 2022 | $8,025,000 | -26.6% | 189,504 | +57.6% | 3.72% | -23.7% |
Q4 2020 | $10,937,000 | +8.5% | 120,258 | -3.8% | 4.87% | -3.4% |
Q3 2020 | $10,077,000 | +28.8% | 124,973 | -2.2% | 5.05% | -9.7% |
Q1 2020 | $7,823,000 | -23.3% | 127,724 | -6.8% | 5.59% | -7.3% |
Q3 2019 | $10,194,000 | +6.0% | 137,067 | +2.0% | 6.03% | -1.2% |
Q2 2019 | $9,613,000 | +7.5% | 134,351 | -10.3% | 6.11% | -9.9% |
Q4 2018 | $8,939,000 | -13.4% | 149,727 | +1.0% | 6.77% | +3.4% |
Q3 2018 | $10,317,000 | +2.9% | 148,312 | -3.9% | 6.55% | -7.1% |
Q2 2018 | $10,029,000 | -1.8% | 154,315 | -6.9% | 7.05% | -6.3% |
Q1 2018 | $10,214,000 | -0.6% | 165,674 | +2.8% | 7.52% | -2.6% |
Q4 2017 | $10,280,000 | – | 161,183 | – | 7.73% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |