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 | $1,934,483 | -0.8% | 38,231 | +2.7% | 0.04% | 0.0% |
| Q2 2023 | $1,949,427 | +11.0% | 37,224 | +2.6% | 0.04% | -4.9% |
| Q1 2023 | $1,755,723 | +2.0% | 36,298 | -4.8% | 0.04% | -14.6% |
| Q4 2022 | $1,721,769 | +12.2% | 38,134 | +5.3% | 0.05% | +14.3% |
| Q3 2022 | $1,534,000 | +5.7% | 36,218 | +11.5% | 0.04% | -4.5% |
| Q2 2022 | $1,451,000 | -17.0% | 32,486 | +0.1% | 0.04% | +4.8% |
| Q1 2022 | $1,748,000 | +2.8% | 32,469 | +117.2% | 0.04% | +7.7% |
| Q4 2021 | $1,701,000 | -8.9% | 14,946 | -16.7% | 0.04% | -22.0% |
| Q3 2021 | $1,868,000 | +6.0% | 17,953 | +6.0% | 0.05% | -3.8% |
| Q2 2021 | $1,762,000 | +22.9% | 16,944 | +13.5% | 0.05% | -11.9% |
| Q1 2021 | $1,434,000 | +12.6% | 14,934 | +6.7% | 0.06% | +3.5% |
| Q4 2020 | $1,273,000 | +14.6% | 14,000 | +1.6% | 0.06% | -5.0% |
| Q3 2020 | $1,111,000 | +8.8% | 13,783 | +0.1% | 0.06% | -9.1% |
| Q2 2020 | $1,021,000 | +21.1% | 13,776 | +0.0% | 0.07% | -2.9% |
| Q1 2020 | $843,000 | -20.6% | 13,771 | -0.4% | 0.07% | -26.9% |
| Q4 2019 | $1,062,000 | – | 13,833 | – | 0.09% | – |
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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% |