SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,565 | -3.0% | 426 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $22,235 | +8.7% | 425 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $20,461 | +60079.4% | 423 | -43.8% | 0.01% | -45.5% |
| Q4 2022 | $34 | -99.8% | 753 | +79.3% | 0.01% | +83.3% |
| Q3 2022 | $18,000 | -5.3% | 420 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -13.6% | 418 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -8.3% | 416 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $24,000 | +9.1% | 208 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 207 | +0.5% | 0.01% | +16.7% |
| Q2 2021 | $21,000 | +5.0% | 206 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 206 | +0.5% | 0.01% | -14.3% |
| Q4 2020 | $19,000 | +18.8% | 205 | +0.5% | 0.01% | +16.7% |
| Q3 2020 | $16,000 | +6.7% | 204 | +0.5% | 0.01% | +20.0% |
| Q2 2020 | $15,000 | +25.0% | 203 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -55.6% | 202 | -42.0% | 0.01% | -54.5% |
| Q4 2019 | $27,000 | +8.0% | 348 | +0.3% | 0.01% | -21.4% |
| Q3 2019 | $25,000 | +4.2% | 347 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 346 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $23,000 | +9.5% | 346 | 0.0% | 0.02% | -15.8% |
| Q4 2018 | $21,000 | – | 346 | – | 0.02% | – |
Download | ||||||
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% |