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% | – |
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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% |