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 | $1,070,540 | -1.1% | 21,156 | +2.3% | 0.24% | +4.8% |
| Q2 2023 | $1,082,850 | +8.3% | 20,676 | 0.0% | 0.23% | +1.8% |
| Q1 2023 | $1,000,143 | +7.1% | 20,676 | 0.0% | 0.22% | +2.3% |
| Q4 2022 | $933,563 | +269.0% | 20,676 | +829.3% | 0.22% | +376.1% |
| Q4 2021 | $253,000 | +9.5% | 2,225 | 0.0% | 0.05% | +4.5% |
| Q3 2021 | $231,000 | 0.0% | 2,225 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $231,000 | +7.9% | 2,225 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $214,000 | +5.9% | 2,225 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $202,000 | – | 2,225 | – | 0.04% | – |
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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% |