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 | $762,345 | +64.6% | 15,066 | +70.4% | 0.00% | – |
| Q2 2023 | $463,032 | +96.1% | 8,841 | +81.1% | 0.00% | – |
| Q1 2023 | $236,148 | +101251.1% | 4,882 | -5.4% | 0.00% | – |
| Q4 2022 | $233 | -99.9% | 5,159 | -3.3% | 0.00% | – |
| Q3 2022 | $226,000 | -33.7% | 5,337 | -15.8% | 0.00% | – |
| Q1 2022 | $341,000 | -36.1% | 6,340 | +35.1% | 0.00% | – |
| Q4 2021 | $534,000 | +100.0% | 4,692 | +82.9% | 0.00% | – |
| Q3 2021 | $267,000 | +25.9% | 2,566 | +16.5% | 0.00% | – |
| Q1 2021 | $212,000 | -78.6% | 2,203 | -79.7% | 0.00% | -100.0% |
| Q4 2020 | $989,000 | +287.8% | 10,869 | +227.0% | 0.00% | – |
| Q4 2019 | $255,000 | -38.3% | 3,324 | -45.6% | 0.00% | – |
| Q1 2019 | $413,000 | +95.7% | 6,112 | +49.2% | 0.00% | – |
| Q3 2016 | $211,000 | -1.4% | 4,096 | -5.4% | 0.00% | – |
| Q2 2015 | $214,000 | – | 4,330 | – | 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% |