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 | $1,124,763 | +0.1% | 22,229 | +3.6% | 0.04% | -9.1% |
| Q2 2023 | $1,123,643 | +4.0% | 21,456 | -4.0% | 0.04% | -2.2% |
| Q1 2023 | $1,080,643 | +4.3% | 22,341 | -2.7% | 0.04% | 0.0% |
| Q4 2022 | $1,036,290 | +4.0% | 22,952 | -2.4% | 0.04% | -4.3% |
| Q3 2022 | $996,000 | -4.6% | 23,511 | +0.6% | 0.05% | -6.0% |
| Q2 2022 | $1,044,000 | -41.3% | 23,379 | +49.7% | 0.05% | -32.4% |
| Q4 2021 | $1,778,000 | +7.7% | 15,622 | -1.6% | 0.07% | -5.1% |
| Q3 2021 | $1,651,000 | +4.0% | 15,873 | +4.6% | 0.08% | 0.0% |
| Q2 2021 | $1,587,000 | +5.5% | 15,181 | -1.9% | 0.08% | -8.2% |
| Q1 2021 | $1,504,000 | +8.4% | 15,471 | +1.4% | 0.08% | -15.0% |
| Q4 2020 | $1,388,000 | +14.2% | 15,260 | +1.2% | 0.10% | -8.3% |
| Q3 2020 | $1,215,000 | -23.3% | 15,072 | -29.5% | 0.11% | -31.4% |
| Q2 2020 | $1,585,000 | +19.1% | 21,387 | -1.6% | 0.16% | -11.7% |
| Q1 2020 | $1,331,000 | -15.5% | 21,737 | +5.9% | 0.18% | -9.1% |
| Q4 2019 | $1,576,000 | -10.5% | 20,521 | -17.3% | 0.20% | -28.5% |
| Q3 2019 | $1,760,000 | +18.4% | 24,815 | +17.2% | 0.28% | +11.2% |
| Q2 2019 | $1,486,000 | -8.8% | 21,168 | -12.2% | 0.25% | +0.4% |
| Q1 2019 | $1,630,000 | +16.3% | 24,108 | +2.6% | 0.25% | -19.0% |
| Q4 2018 | $1,402,000 | -7.6% | 23,488 | +7.7% | 0.31% | -0.6% |
| Q3 2018 | $1,517,000 | +11.2% | 21,811 | +3.9% | 0.31% | -5.5% |
| Q2 2018 | $1,364,000 | -0.6% | 20,984 | -3.5% | 0.33% | -4.4% |
| Q1 2018 | $1,372,000 | +13.9% | 21,750 | +15.1% | 0.34% | -20.7% |
| Q4 2017 | $1,205,000 | +10.9% | 18,890 | +4.3% | 0.43% | -10.0% |
| Q3 2017 | $1,087,000 | -41.9% | 18,104 | -44.1% | 0.48% | -50.4% |
| Q2 2017 | $1,870,000 | -36.7% | 32,367 | -38.3% | 0.96% | -45.0% |
| Q1 2017 | $2,952,000 | – | 52,468 | – | 1.75% | – |
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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% |