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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,097,021 | +3.8% | 20,948 | -4.1% | 0.56% | +0.4% |
Q1 2023 | $1,056,443 | -9.0% | 21,841 | -15.1% | 0.56% | -8.7% |
Q4 2022 | $1,161,309 | -75.7% | 25,721 | -77.2% | 0.61% | -78.8% |
Q3 2022 | $4,770,000 | -5.2% | 112,625 | -0.1% | 2.88% | +4.3% |
Q2 2022 | $5,033,000 | -13.4% | 112,691 | +4.4% | 2.76% | +5.4% |
Q1 2022 | $5,811,000 | +5.3% | 107,919 | +122.6% | 2.62% | +1.4% |
Q4 2021 | $5,518,000 | +23.3% | 48,481 | +12.7% | 2.58% | +6.7% |
Q3 2021 | $4,476,000 | -0.2% | 43,030 | -0.3% | 2.42% | +3.3% |
Q2 2021 | $4,487,000 | +5.7% | 43,153 | -2.4% | 2.34% | -5.5% |
Q1 2021 | $4,245,000 | +10.3% | 44,205 | +4.4% | 2.48% | +0.2% |
Q4 2020 | $3,850,000 | +11.9% | 42,336 | -0.8% | 2.48% | -3.1% |
Q3 2020 | $3,442,000 | +5.6% | 42,686 | -3.0% | 2.56% | -11.9% |
Q2 2020 | $3,261,000 | -2.1% | 44,005 | +1.5% | 2.90% | -13.1% |
Q4 2019 | $3,331,000 | – | 43,361 | – | 3.34% | – |
Download |
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% |