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 | $229,117 | -5.0% | 4,528 | -1.7% | 0.01% | -6.7% |
Q2 2023 | $241,112 | +8.3% | 4,604 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $222,696 | +7.1% | 4,604 | 0.0% | 0.02% | +7.1% |
Q4 2022 | $207,871 | +6829.0% | 4,604 | +5957.9% | 0.01% | – |
Q3 2022 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
Q2 2022 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | – |
Q1 2022 | $4,000 | 0.0% | 76 | +94.9% | 0.00% | – |
Q4 2021 | $4,000 | -98.0% | 39 | -97.9% | 0.00% | -100.0% |
Q3 2021 | $197,000 | +0.5% | 1,890 | 0.0% | 0.01% | +10.0% |
Q2 2021 | $196,000 | +8.3% | 1,890 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $181,000 | +7.7% | 1,890 | +2.1% | 0.01% | 0.0% |
Q4 2020 | $168,000 | -18.4% | 1,852 | -27.6% | 0.01% | -41.2% |
Q3 2020 | $206,000 | -38.5% | 2,557 | -41.4% | 0.02% | -37.0% |
Q4 2019 | $335,000 | +8.1% | 4,365 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $310,000 | -15.3% | 4,365 | -16.3% | 0.03% | -18.2% |
Q2 2019 | $366,000 | -10.7% | 5,214 | -14.0% | 0.03% | -13.2% |
Q1 2019 | $410,000 | +13.3% | 6,065 | 0.0% | 0.04% | -2.6% |
Q4 2018 | $362,000 | – | 6,065 | – | 0.04% | – |
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% |