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 | $1,443,922 | -3.4% | 28,536 | 0.0% | 1.07% | -0.9% |
| Q2 2023 | $1,494,430 | +8.3% | 28,536 | 0.0% | 1.08% | +1.7% |
| Q1 2023 | $1,380,286 | +7.1% | 28,536 | 0.0% | 1.06% | -6.7% |
| Q4 2022 | $1,288,400 | +6.6% | 28,536 | 0.0% | 1.14% | -1.9% |
| Q3 2022 | $1,209,000 | -5.1% | 28,536 | 0.0% | 1.16% | +2.2% |
| Q2 2022 | $1,274,000 | -17.1% | 28,536 | 0.0% | 1.14% | -0.6% |
| Q1 2022 | $1,537,000 | -5.4% | 28,536 | +100.0% | 1.14% | +2.5% |
| Q4 2021 | $1,624,000 | +9.4% | 14,268 | 0.0% | 1.12% | -1.6% |
| Q3 2021 | $1,484,000 | +0.1% | 14,268 | 0.0% | 1.13% | -2.0% |
| Q2 2021 | $1,483,000 | +8.2% | 14,268 | 0.0% | 1.16% | +0.4% |
| Q1 2021 | $1,370,000 | +5.6% | 14,268 | 0.0% | 1.15% | +3.3% |
| Q4 2020 | $1,297,000 | +12.8% | 14,268 | 0.0% | 1.11% | +6.6% |
| Q3 2020 | $1,150,000 | +18.6% | 14,268 | +9.0% | 1.04% | +10.9% |
| Q2 2020 | $970,000 | +20.9% | 13,095 | 0.0% | 0.94% | -4.8% |
| Q1 2020 | $802,000 | -20.2% | 13,095 | 0.0% | 0.99% | -2.4% |
| Q4 2019 | $1,005,000 | – | 13,095 | – | 1.01% | – |
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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% |