SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $45 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $75,000 | -5.1% | 1,776 | 0.0% | 0.00% | – |
| Q2 2022 | $79,000 | -17.7% | 1,776 | 0.0% | 0.00% | – |
| Q1 2022 | $96,000 | -5.0% | 1,776 | +100.0% | 0.00% | – |
| Q4 2021 | $101,000 | +9.8% | 888 | 0.0% | 0.00% | – |
| Q3 2021 | $92,000 | -8.9% | 888 | -8.8% | 0.00% | – |
| Q2 2021 | $101,000 | -71.9% | 974 | -83.4% | 0.00% | – |
| Q1 2020 | $359,000 | -22.3% | 5,868 | -10.0% | 0.00% | – |
| Q3 2019 | $462,000 | -22.4% | 6,522 | -23.1% | 0.00% | – |
| Q2 2019 | $595,000 | -24.4% | 8,483 | -35.7% | 0.00% | -100.0% |
| Q4 2018 | $787,000 | +1092.4% | 13,192 | +1157.6% | 0.00% | – |
| Q1 2018 | $66,000 | – | 1,049 | – | 0.00% | – |
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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% |