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 | $811 | -1.2% | 16,031 | +2.2% | 0.90% | -3.9% |
| Q2 2023 | $821 | -3.8% | 15,682 | -11.1% | 0.93% | +2.8% |
| Q1 2023 | $853 | +3.5% | 17,636 | -3.3% | 0.91% | -3.5% |
| Q4 2022 | $824 | -99.9% | 18,247 | +0.3% | 0.94% | +164.6% |
| Q3 2022 | $770,000 | -52.5% | 18,187 | -49.8% | 0.36% | -4.3% |
| Q2 2022 | $1,620,000 | +59.0% | 36,256 | +91.5% | 0.37% | -11.4% |
| Q1 2022 | $1,019,000 | -6.0% | 18,930 | +98.8% | 0.42% | -10.6% |
| Q4 2021 | $1,084,000 | +10.2% | 9,520 | +0.6% | 0.47% | +17.8% |
| Q3 2021 | $984,000 | +1.5% | 9,459 | +1.5% | 0.40% | +2.8% |
| Q2 2021 | $969,000 | +5.6% | 9,319 | -2.6% | 0.39% | +1.8% |
| Q1 2021 | $918,000 | -2.3% | 9,563 | -7.5% | 0.38% | -4.3% |
| Q4 2020 | $940,000 | +12.0% | 10,339 | -0.6% | 0.40% | +10.9% |
| Q3 2020 | $839,000 | +8.1% | 10,400 | -0.6% | 0.36% | +0.6% |
| Q2 2020 | $776,000 | -33.3% | 10,468 | -44.9% | 0.36% | -12.9% |
| Q1 2020 | $1,164,000 | +35.3% | 19,011 | +69.8% | 0.41% | +34.9% |
| Q4 2019 | $860,000 | – | 11,199 | – | 0.30% | – |
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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% |