SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,706,867 | -16.2% | 53,495 | -13.3% | 0.18% | -4.9% |
| Q2 2023 | $3,229,821 | +10.5% | 61,673 | +2.1% | 0.18% | +2.8% |
| Q1 2023 | $2,922,654 | +21.5% | 60,423 | +13.4% | 0.18% | +7.1% |
| Q4 2022 | $2,405,108 | +6.7% | 53,269 | +0.1% | 0.17% | -9.2% |
| Q3 2022 | $2,255,000 | +2616.9% | 53,239 | +3985.9% | 0.18% | +2542.9% |
| Q2 2022 | $83,000 | -97.2% | 1,303 | -97.7% | 0.01% | -96.6% |
| Q1 2022 | $3,006,000 | -3.2% | 55,815 | +104.5% | 0.21% | -6.4% |
| Q4 2021 | $3,106,000 | -0.8% | 27,287 | -9.3% | 0.22% | -11.6% |
| Q3 2021 | $3,130,000 | -12.6% | 30,090 | -12.7% | 0.25% | -12.9% |
| Q2 2021 | $3,583,000 | -6.9% | 34,457 | -14.0% | 0.29% | -11.2% |
| Q1 2021 | $3,847,000 | -4.0% | 40,060 | -9.0% | 0.32% | -4.5% |
| Q4 2020 | $4,006,000 | +12.0% | 44,042 | -0.7% | 0.34% | -5.6% |
| Q3 2020 | $3,577,000 | +1.0% | 44,368 | -7.2% | 0.36% | -3.8% |
| Q2 2020 | $3,543,000 | +17.9% | 47,818 | -2.6% | 0.37% | +3.3% |
| Q1 2020 | $3,006,000 | -27.6% | 49,084 | -9.2% | 0.36% | -11.1% |
| Q4 2019 | $4,150,000 | -2.7% | 54,031 | -10.1% | 0.40% | -6.3% |
| Q3 2019 | $4,264,000 | +1.4% | 60,115 | +0.3% | 0.43% | +6.7% |
| Q2 2019 | $4,207,000 | +3.8% | 59,940 | 0.0% | 0.40% | +1.3% |
| Q1 2019 | $4,053,000 | +13.7% | 59,940 | +0.4% | 0.40% | +3.1% |
| Q4 2018 | $3,565,000 | – | 59,715 | – | 0.39% | – |
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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% |