SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,399 | -3.4% | 4,415 | 0.0% | 0.13% | +3.2% |
| Q2 2023 | $231,214 | +8.5% | 4,415 | +0.2% | 0.12% | -0.8% |
| Q1 2023 | $213,070 | -12.7% | 4,405 | -2.8% | 0.12% | -13.8% |
| Q1 2022 | $244,000 | -5.4% | 4,530 | +100.0% | 0.14% | +9.0% |
| Q4 2021 | $258,000 | +9.3% | 2,265 | 0.0% | 0.13% | +10.8% |
| Q3 2021 | $236,000 | +0.4% | 2,265 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $235,000 | +7.8% | 2,265 | 0.0% | 0.12% | +3.4% |
| Q1 2021 | $218,000 | +5.8% | 2,265 | 0.0% | 0.12% | -15.1% |
| Q4 2020 | $206,000 | +49.3% | 2,265 | -0.1% | 0.14% | +5.3% |
| Q1 2020 | $138,000 | – | 2,267 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,278,358 | $433,537,607 | 45.86% |
| Leverty Financial Group, LLC | 918,874 | $48,117,340 | 35.07% |
| Adams Wealth Management | 1,614,355 | $84,543,757 | 26.39% |
| Diversified, LLC | 1,665,758 | $87,235,731 | 22.21% |
| Kolinsky Wealth Management, LLC | 446,876 | $23,143,716 | 21.96% |
| Campbell Wealth Management | 4,651,918 | $243,621 | 21.94% |
| APPLETON GROUP, LLC | 299,890 | $15,705,262 | 21.92% |
| Northwest Quadrant Wealth Management, LLC | 1,478,575 | $77,432,960 | 21.40% |
| BlueSky Wealth Advisors, LLC | 1,970,065 | $103,172,292 | 20.73% |
| MONEYWISE, INC. | 617,638 | $32,345,715 | 20.06% |