SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,518 | -6.6% | 5,030 | -3.4% | 0.06% | +15.4% |
| Q2 2023 | $272,586 | +8.3% | 5,205 | 0.0% | 0.05% | +23.8% |
| Q1 2023 | $251,766 | +102661.6% | 5,205 | -4.1% | 0.04% | 0.0% |
| Q4 2022 | $245 | -99.9% | 5,430 | -28.2% | 0.04% | -26.3% |
| Q3 2022 | $320,000 | -5.3% | 7,560 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $338,000 | -18.8% | 7,560 | -2.1% | 0.06% | -1.8% |
| Q1 2022 | $416,000 | -6.3% | 7,720 | +97.9% | 0.06% | +1.8% |
| Q4 2021 | $444,000 | +9.4% | 3,900 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $406,000 | -13.2% | 3,900 | -13.4% | 0.06% | -11.3% |
| Q2 2021 | $468,000 | +8.1% | 4,505 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $433,000 | +5.6% | 4,505 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $410,000 | +12.0% | 4,505 | -0.7% | 0.06% | 0.0% |
| Q3 2020 | $366,000 | +8.9% | 4,538 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $336,000 | – | 4,538 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |