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 | $22,865,156 | -8.1% | 451,881 | -4.8% | 9.32% | -2.3% |
| Q2 2023 | $24,868,271 | +8.0% | 474,857 | -0.2% | 9.53% | +1.8% |
| Q1 2023 | $23,023,700 | +4.9% | 475,991 | -2.1% | 9.36% | -0.7% |
| Q4 2022 | $21,943,124 | +8.0% | 486,005 | +1.3% | 9.43% | -1.8% |
| Q3 2022 | $20,321,000 | -4.5% | 479,837 | +0.7% | 9.60% | -0.6% |
| Q2 2022 | $21,276,000 | -18.0% | 476,400 | -1.2% | 9.67% | -6.6% |
| Q1 2022 | $25,960,000 | -4.8% | 482,073 | +101.2% | 10.35% | -2.0% |
| Q4 2021 | $27,276,000 | +11.3% | 239,646 | +1.7% | 10.57% | +2.5% |
| Q3 2021 | $24,504,000 | -1.4% | 235,543 | -1.5% | 10.31% | -2.5% |
| Q2 2021 | $24,851,000 | +8.2% | 239,024 | -0.1% | 10.58% | +1.4% |
| Q1 2021 | $22,973,000 | +3.2% | 239,227 | -2.2% | 10.43% | -4.3% |
| Q4 2020 | $22,250,000 | +19.5% | 244,636 | +5.9% | 10.90% | -1.0% |
| Q3 2020 | $18,620,000 | +9.9% | 230,932 | +1.0% | 11.00% | -2.2% |
| Q2 2020 | $16,944,000 | +21.9% | 228,665 | +0.7% | 11.25% | +0.0% |
| Q1 2020 | $13,905,000 | -16.1% | 227,015 | +5.2% | 11.24% | +0.4% |
| Q4 2019 | $16,575,000 | +8.7% | 215,795 | +0.4% | 11.20% | -3.6% |
| Q3 2019 | $15,245,000 | +2.5% | 214,924 | +1.4% | 11.61% | +2.3% |
| Q2 2019 | $14,876,000 | +8.8% | 211,944 | +4.8% | 11.35% | +1.5% |
| Q1 2019 | $13,677,000 | +25.1% | 202,292 | +10.5% | 11.19% | +8.0% |
| Q4 2018 | $10,930,000 | – | 183,086 | – | 10.36% | – |
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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% |