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 | $293,834 | +2.9% | 5,807 | +6.5% | 0.01% | +9.1% |
| Q2 2023 | $285,521 | +8.3% | 5,452 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $263,713 | +7.1% | 5,452 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $246,158 | +6.6% | 5,452 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $231,000 | -21.4% | 5,452 | -17.1% | 0.01% | -23.1% |
| Q2 2022 | $294,000 | 0.0% | 6,578 | +20.7% | 0.01% | +18.2% |
| Q1 2022 | $294,000 | -19.0% | 5,452 | +70.8% | 0.01% | -21.4% |
| Q4 2021 | $363,000 | +27.8% | 3,192 | +17.1% | 0.01% | +16.7% |
| Q3 2021 | $284,000 | +0.4% | 2,726 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $283,000 | +8.0% | 2,726 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $262,000 | +38.6% | 2,726 | +31.1% | 0.01% | +30.0% |
| Q4 2020 | $189,000 | +12.5% | 2,080 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $168,000 | +9.1% | 2,080 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $154,000 | – | 2,080 | – | 0.01% | – |
Download | ||||||
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% |