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 | ||||
---|---|---|---|---|---|---|
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 | 8,244,869 | $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% |