Human Investing LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.

Quarter-by-quarter ownership
Human Investing LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,280,696
-3.3%
25,310
+0.0%
0.30%
-1.3%
Q2 2023$1,324,833
+7.4%
25,298
-0.8%
0.30%
+0.7%
Q1 2023$1,233,950
+7.3%
25,510
+0.1%
0.30%
+2.4%
Q4 2022$1,150,198
-1.6%
25,475
-7.7%
0.29%
-1.7%
Q3 2022$1,169,000
-13.5%
27,600
-8.9%
0.30%
-8.9%
Q2 2022$1,352,000
-10.1%
30,283
+8.4%
0.33%
-1.8%
Q1 2022$1,504,000
-4.9%
27,927
+101.0%
0.33%
-11.7%
Q4 2021$1,581,000
+14.4%
13,892
+4.6%
0.38%
+15.6%
Q3 2021$1,382,000
-1.1%
13,282
-1.1%
0.33%
-4.1%
Q2 2021$1,397,000
-70.1%
13,433
-72.4%
0.34%
-71.5%
Q1 2021$4,680,000
+6.5%
48,735
+0.9%
1.19%
-4.1%
Q4 2020$4,393,000
+21.7%
48,296
+7.9%
1.24%
+5.0%
Q3 2020$3,609,000
+78.8%
44,756
+64.4%
1.18%
+66.1%
Q2 2020$2,018,000
+10.6%
27,228
-8.6%
0.71%
-9.7%
Q1 2020$1,825,000
-12.8%
29,795
+9.4%
0.79%
+15.7%
Q4 2019$2,092,000
+15.9%
27,242
+7.1%
0.68%
+6.9%
Q3 2019$1,805,000
+2.2%
25,443
+1.1%
0.64%
-0.9%
Q2 2019$1,766,000
+20.7%
25,155
+16.2%
0.64%
+17.9%
Q1 2019$1,463,000
+18.6%
21,643
+4.7%
0.55%
+6.2%
Q4 2018$1,234,00020,6730.52%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,116,431$366,456,86444.66%
Leverty Financial Group, LLC 830,306$37,488,29632.07%
Adams Wealth Management 1,869,819$84,422,31929.82%
Campbell Wealth Management 4,389,312$198,17727.58%
Kolinsky Wealth Management, LLC 456,413$20,60723.52%
HBK Sorce Advisory LLC 17,483,096$789,36221.24%
APPLETON GROUP, LLC 314,921$14,218,67420.85%
MONEYWISE, INC. 608,078$27,454,70720.53%
Northwest Quadrant Wealth Management, LLC 1,451,683$65,543,46119.98%
BlueSky Wealth Advisors, LLC 1,909,183$86,199,62419.06%
View complete list of SCHWAB STRATEGIC TR shareholders