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 | $14,856,258 | -4.3% | 293,602 | -0.9% | 4.57% | -0.5% |
Q2 2023 | $15,520,617 | +6.3% | 296,365 | -1.8% | 4.60% | -4.1% |
Q1 2023 | $14,597,948 | +7.0% | 301,798 | -0.1% | 4.79% | -2.9% |
Q4 2022 | $13,646,186 | +6.0% | 302,241 | -0.6% | 4.93% | -4.9% |
Q3 2022 | $12,874,000 | +0.3% | 303,986 | +5.7% | 5.19% | +2.6% |
Q2 2022 | $12,840,000 | -17.6% | 287,500 | -0.7% | 5.06% | +2.8% |
Q1 2022 | $15,587,000 | -15.3% | 289,446 | +79.0% | 4.92% | -20.6% |
Q4 2021 | $18,404,000 | +37.1% | 161,691 | +25.3% | 6.20% | -3.8% |
Q3 2021 | $13,423,000 | -19.6% | 129,032 | -19.6% | 6.45% | -1.1% |
Q2 2021 | $16,685,000 | +6.9% | 160,483 | -1.3% | 6.52% | -1.6% |
Q1 2021 | $15,615,000 | +7.3% | 162,608 | +1.6% | 6.63% | -0.8% |
Q4 2020 | $14,557,000 | +12.0% | 160,057 | -0.7% | 6.68% | -8.3% |
Q3 2020 | $12,995,000 | +13.8% | 161,174 | +4.5% | 7.28% | -2.3% |
Q2 2020 | $11,424,000 | +12.5% | 154,174 | -7.0% | 7.46% | -3.3% |
Q1 2020 | $10,157,000 | -14.2% | 165,828 | +7.5% | 7.71% | -10.1% |
Q4 2019 | $11,844,000 | +14.1% | 154,199 | +5.0% | 8.58% | +12.1% |
Q3 2019 | $10,381,000 | +6.3% | 146,803 | +5.5% | 7.65% | -8.0% |
Q2 2019 | $9,764,000 | +4.2% | 139,111 | +0.4% | 8.32% | -0.7% |
Q1 2019 | $9,368,000 | +14.6% | 138,556 | -3.0% | 8.38% | +30.2% |
Q4 2018 | $8,172,000 | – | 142,805 | – | 6.44% | – |
Download |
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% |