SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,803,483 | +1.3% | 35,642 | +4.8% | 1.14% | -1.1% |
Q2 2023 | $1,780,420 | +8.0% | 33,997 | +0.6% | 1.15% | +5.6% |
Q1 2023 | $1,648,484 | -1.0% | 33,808 | -8.4% | 1.09% | +0.3% |
Q4 2022 | $1,665,964 | +5.1% | 36,898 | -1.4% | 1.09% | +7.0% |
Q3 2022 | $1,585,000 | +11.2% | 37,419 | +17.3% | 1.02% | +16.9% |
Q2 2022 | $1,425,000 | -26.3% | 31,900 | -11.2% | 0.87% | -16.9% |
Q1 2022 | $1,934,000 | +10.5% | 35,921 | +133.5% | 1.05% | +16.4% |
Q4 2021 | $1,751,000 | +17.6% | 15,383 | +7.5% | 0.90% | +7.4% |
Q3 2021 | $1,489,000 | +17.7% | 14,310 | +17.6% | 0.84% | +13.6% |
Q2 2021 | $1,265,000 | +14.7% | 12,167 | +6.0% | 0.74% | +7.6% |
Q1 2021 | $1,103,000 | +7.7% | 11,481 | +1.9% | 0.69% | +2.4% |
Q4 2020 | $1,024,000 | +12.9% | 11,263 | +0.1% | 0.67% | +6.0% |
Q3 2020 | $907,000 | +9.1% | 11,252 | +0.3% | 0.63% | +6.8% |
Q2 2020 | $831,000 | +8.5% | 11,219 | -10.3% | 0.59% | +7.2% |
Q1 2020 | $766,000 | +5.1% | 12,513 | +31.9% | 0.55% | +18.5% |
Q4 2019 | $729,000 | – | 9,486 | – | 0.47% | – |
Download |
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% |