SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,059,095 | -4.2% | 80,219 | -0.8% | 0.25% | +0.8% |
| Q2 2023 | $4,234,850 | +11.3% | 80,864 | +2.8% | 0.25% | +6.8% |
| Q1 2023 | $3,803,664 | +6.6% | 78,637 | -0.5% | 0.24% | +2.6% |
| Q4 2022 | $3,568,234 | +11.9% | 79,031 | +4.9% | 0.23% | +1.3% |
| Q3 2022 | $3,190,000 | -6.5% | 75,335 | -1.3% | 0.23% | +1.3% |
| Q2 2022 | $3,410,000 | -14.1% | 76,358 | +3.6% | 0.22% | -10.8% |
| Q1 2022 | $3,968,000 | +9.3% | 73,682 | +130.9% | 0.25% | +13.1% |
| Q4 2021 | $3,632,000 | +15.0% | 31,907 | +5.1% | 0.22% | +4.7% |
| Q3 2021 | $3,158,000 | +6.7% | 30,353 | +6.7% | 0.21% | +5.5% |
| Q2 2021 | $2,959,000 | +18.5% | 28,458 | +9.4% | 0.20% | +8.1% |
| Q1 2021 | $2,498,000 | +17.3% | 26,015 | +11.1% | 0.18% | +12.8% |
| Q4 2020 | $2,129,000 | +79.8% | 23,410 | +59.5% | 0.16% | +43.9% |
| Q3 2020 | $1,184,000 | +13.6% | 14,680 | +4.4% | 0.11% | +18.8% |
| Q2 2020 | $1,042,000 | -11.3% | 14,061 | -26.7% | 0.10% | -21.3% |
| Q1 2020 | $1,175,000 | -14.5% | 19,177 | +7.1% | 0.12% | +4.3% |
| Q4 2019 | $1,375,000 | +9.0% | 17,904 | +0.6% | 0.12% | +7.3% |
| Q3 2019 | $1,262,000 | +9.7% | 17,799 | +8.6% | 0.11% | +14.7% |
| Q2 2019 | $1,150,000 | +25.3% | 16,382 | +20.6% | 0.10% | +21.8% |
| Q1 2019 | $918,000 | +321.1% | 13,583 | +271.3% | 0.08% | +290.0% |
| Q4 2018 | $218,000 | – | 3,658 | – | 0.02% | – |
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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% |