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 | $95,735 | -3.4% | 1,892 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $99,084 | +107600.0% | 1,892 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $92 | +8.2% | 1,892 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $85 | -99.7% | 1,892 | +169.1% | 0.04% | +70.8% |
| Q3 2022 | $30,000 | -92.0% | 703 | -91.7% | 0.02% | -84.6% |
| Q2 2022 | $377,000 | +129.9% | 8,453 | +177.9% | 0.16% | +147.6% |
| Q1 2022 | $164,000 | +23.3% | 3,042 | +159.8% | 0.06% | +8.6% |
| Q4 2021 | $133,000 | +1.5% | 1,171 | -6.9% | 0.06% | -3.3% |
| Q3 2021 | $131,000 | 0.0% | 1,258 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $131,000 | +8.3% | 1,258 | 0.0% | 0.06% | +14.5% |
| Q1 2021 | $121,000 | -1.6% | 1,258 | -7.5% | 0.06% | -1.8% |
| Q4 2020 | $123,000 | -22.2% | 1,360 | -30.6% | 0.06% | -37.1% |
| Q3 2020 | $158,000 | -16.4% | 1,959 | -23.3% | 0.09% | -23.9% |
| Q2 2020 | $189,000 | +1.6% | 2,553 | +5.6% | 0.12% | -3.3% |
| Q4 2019 | $186,000 | – | 2,418 | – | 0.12% | – |
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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% |