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 | $350,295 | -2.6% | 6,923 | +0.8% | 0.08% | +1.3% |
| Q2 2023 | $359,516 | +9.8% | 6,865 | +1.4% | 0.08% | +4.2% |
| Q1 2023 | $327,351 | +10.4% | 6,768 | +3.1% | 0.07% | +5.9% |
| Q4 2022 | $296,447 | +7.0% | 6,566 | +0.3% | 0.07% | -4.2% |
| Q3 2022 | $277,000 | -5.1% | 6,545 | +0.1% | 0.07% | 0.0% |
| Q2 2022 | $292,000 | -16.8% | 6,536 | +0.3% | 0.07% | -9.0% |
| Q1 2022 | $351,000 | -5.1% | 6,516 | +100.7% | 0.08% | -6.0% |
| Q4 2021 | $370,000 | +9.8% | 3,247 | +0.3% | 0.08% | -3.5% |
| Q3 2021 | $337,000 | +1.2% | 3,237 | +0.9% | 0.09% | -27.1% |
| Q2 2021 | $333,000 | +8.5% | 3,207 | +0.2% | 0.12% | -0.8% |
| Q1 2021 | $307,000 | +5.1% | 3,200 | -0.2% | 0.12% | -0.8% |
| Q4 2020 | $292,000 | +13.2% | 3,208 | +0.3% | 0.12% | -0.8% |
| Q3 2020 | $258,000 | +18.3% | 3,199 | +8.7% | 0.12% | +10.0% |
| Q2 2020 | $218,000 | +4.3% | 2,943 | -0.1% | 0.11% | -26.2% |
| Q3 2019 | $209,000 | +3.0% | 2,945 | +2.0% | 0.15% | -2.6% |
| Q2 2019 | $203,000 | – | 2,888 | – | 0.15% | – |
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% |