SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 718 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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,348 | -32.8% | 10,995 | -30.5% | 0.00% | -33.3% |
| Q2 2023 | $828,002 | +6.4% | 15,811 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $778,258 | -16.5% | 16,090 | -21.5% | 0.00% | +50.0% |
| Q4 2022 | $931,902 | +66.7% | 20,508 | +55.6% | 0.00% | 0.0% |
| Q3 2022 | $559,000 | +73.6% | 13,184 | +17.0% | 0.00% | 0.0% |
| Q2 2022 | $322,000 | -19.9% | 11,269 | +51.1% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | -5.4% | 7,460 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $425,000 | +9.5% | 3,730 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $388,000 | -9.6% | 3,730 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $429,000 | +8.3% | 4,128 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $396,000 | +11.2% | 4,128 | +5.4% | 0.00% | 0.0% |
| Q4 2020 | $356,000 | +12.7% | 3,917 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $316,000 | +10.1% | 3,917 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $287,000 | -16.3% | 3,870 | -30.9% | 0.00% | 0.0% |
| Q1 2020 | $343,000 | -98.7% | 5,600 | -99.0% | 0.00% | -98.3% |
| Q4 2019 | $25,562,000 | +6338.8% | 548,333 | +9691.7% | 0.12% | +5900.0% |
| Q3 2019 | $397,000 | +1.0% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $393,000 | +3.7% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $379,000 | +13.5% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $334,000 | +21.9% | 5,600 | +42.3% | 0.00% | +100.0% |
| Q3 2018 | $274,000 | +8.7% | 3,935 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $252,000 | – | 3,870 | – | 0.00% | – |
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% |