SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,538 | -21.8% | 89,687 | -19.0% | 0.02% | -21.9% |
| Q2 2023 | $5,801 | +1.6% | 110,777 | -6.1% | 0.03% | -20.0% |
| Q1 2023 | $5,708 | +11.3% | 118,013 | +3.9% | 0.04% | +17.6% |
| Q4 2022 | $5,130 | -99.9% | 113,626 | +28.3% | 0.03% | +21.4% |
| Q3 2022 | $3,750,000 | -7.9% | 88,552 | -2.8% | 0.03% | -9.7% |
| Q2 2022 | $4,070,000 | -21.1% | 91,134 | -4.9% | 0.03% | -13.9% |
| Q1 2022 | $5,161,000 | +5.6% | 95,849 | +123.3% | 0.04% | +2.9% |
| Q4 2021 | $4,885,000 | +20.8% | 42,917 | +10.4% | 0.04% | +9.4% |
| Q3 2021 | $4,045,000 | +10.4% | 38,885 | +10.3% | 0.03% | +3.2% |
| Q2 2021 | $3,664,000 | +14.4% | 35,239 | +5.6% | 0.03% | 0.0% |
| Q1 2021 | $3,204,000 | +29.9% | 33,360 | +23.0% | 0.03% | +19.2% |
| Q4 2020 | $2,467,000 | +50.3% | 27,121 | +33.3% | 0.03% | +23.8% |
| Q3 2020 | $1,641,000 | +25.3% | 20,349 | +15.1% | 0.02% | +16.7% |
| Q2 2020 | $1,310,000 | +78.7% | 17,681 | +47.8% | 0.02% | +38.5% |
| Q1 2020 | $733,000 | +0.3% | 11,965 | +25.7% | 0.01% | +30.0% |
| Q4 2019 | $731,000 | +58.9% | 9,517 | +46.6% | 0.01% | +42.9% |
| Q3 2019 | $460,000 | -73.4% | 6,490 | -73.7% | 0.01% | -72.0% |
| Q2 2019 | $1,732,000 | +11.7% | 24,676 | +7.7% | 0.02% | +4.2% |
| Q1 2019 | $1,550,000 | +12.6% | 22,921 | -0.6% | 0.02% | -4.0% |
| Q4 2018 | $1,377,000 | -63.6% | 23,058 | -57.6% | 0.02% | -60.9% |
| Q3 2018 | $3,780,000 | +58.3% | 54,348 | +47.9% | 0.06% | +23.1% |
| Q2 2018 | $2,388,000 | -34.9% | 36,741 | -36.8% | 0.05% | -33.3% |
| Q1 2018 | $3,668,000 | +6.8% | 58,146 | +8.0% | 0.08% | +20.0% |
| Q4 2017 | $3,435,000 | +22.1% | 53,862 | +14.9% | 0.06% | +12.1% |
| Q3 2017 | $2,814,000 | -50.9% | 46,862 | -52.7% | 0.06% | -47.3% |
| Q2 2017 | $5,729,000 | – | 99,174 | – | 0.11% | – |
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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% |