Single Point Partners, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 726 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.

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Quarter-by-quarter ownership
Single Point Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$656
+6.3%
10,572
-3.4%
0.15%
-1.3%
Q4 2023$617
+5.8%
10,949
-5.0%
0.15%
+0.7%
Q3 2023$583
+2.3%
11,528
-2.2%
0.15%
+22.4%
Q1 2023$570
+6.7%
11,793
-0.4%
0.12%
-2.3%
Q4 2022$534
-99.9%
11,8380.0%0.13%
-7.2%
Q3 2022$501,000
-5.3%
11,8380.0%0.14%
-4.2%
Q2 2022$529,000
-17.0%
11,8380.0%0.14%
-11.1%
Q1 2022$637,000
-6.2%
11,838
+98.4%
0.16%
-11.0%
Q4 2021$679,000
+4.1%
5,968
-4.8%
0.18%
-19.1%
Q2 2021$652,000
+10.7%
6,268
+3.5%
0.22%
+4.7%
Q1 2021$589,000
+16.4%
6,058
+9.0%
0.22%
-5.7%
Q4 2020$506,000
+15.8%
5,559
+2.5%
0.23%
-1.7%
Q3 2020$437,000
+8.7%
5,4230.0%0.23%
-0.9%
Q2 2020$402,000
+21.1%
5,4230.0%0.23%
+1.7%
Q1 2020$332,000
-20.4%
5,4230.0%0.23%
-9.1%
Q4 2019$417,000–5,423–0.25%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,378,315$538,306,71846.62%
Diversified, LLC 3,904,509$250,864,68929.47%
Gordian Advisors LLC 425,220$27,320,37126.33%
Northwest Quadrant Wealth Management, LLC 1,522,848$97,842,98924.08%
HBK Sorce Advisory LLC 10,593,466$680,639,68723.77%
Richardson Capital Management LLC 471,936$30,321,90823.34%
FINANCIAL CONSULATE, INC 1,164,454$74,816,86721.93%
BlueSky Wealth Advisors, LLC 1,968,745$126,491,83921.29%
Leverty Financial Group, LLC 550,936$35,397,97320.94%
Kolinsky Wealth Management, LLC 439,272$28,223,22320.22%
View complete list of SCHWAB STRATEGIC TR shareholders