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 | $593,336 | -3.4% | 11,726 | 0.0% | 0.25% | +4.5% |
| Q2 2023 | $614,091 | +8.3% | 11,726 | 0.0% | 0.24% | +2.1% |
| Q1 2023 | $567,187 | +7.1% | 11,726 | 0.0% | 0.24% | -0.8% |
| Q4 2022 | $529,429 | -14.1% | 11,726 | -19.4% | 0.24% | -22.1% |
| Q3 2022 | $616,000 | -5.2% | 14,548 | 0.0% | 0.31% | 0.0% |
| Q2 2022 | $650,000 | -13.4% | 14,548 | +4.4% | 0.31% | -4.3% |
| Q1 2022 | $751,000 | -3.7% | 13,938 | +103.4% | 0.32% | -20.7% |
| Q4 2021 | $780,000 | +9.4% | 6,851 | 0.0% | 0.41% | +1.0% |
| Q3 2021 | $713,000 | +0.1% | 6,851 | 0.0% | 0.40% | +3.1% |
| Q2 2021 | $712,000 | +9.9% | 6,851 | +1.5% | 0.39% | -4.6% |
| Q1 2021 | $648,000 | +5.5% | 6,751 | 0.0% | 0.41% | -0.7% |
| Q4 2020 | $614,000 | +12.9% | 6,751 | 0.0% | 0.41% | -4.0% |
| Q3 2020 | $544,000 | +8.8% | 6,751 | 0.0% | 0.43% | -0.7% |
| Q2 2020 | $500,000 | +20.2% | 6,751 | -0.5% | 0.43% | +4.1% |
| Q1 2020 | $416,000 | -20.2% | 6,787 | 0.0% | 0.42% | -9.8% |
| Q4 2019 | $521,000 | – | 6,787 | – | 0.46% | – |
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% |