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 2022 | $729,000 | -1.4% | 17,214 | +4.0% | 0.06% | +5.2% |
| Q2 2022 | $739,000 | -17.2% | 16,556 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $892,000 | -25.4% | 16,556 | +57.5% | 0.06% | -13.8% |
| Q4 2021 | $1,196,000 | +29.6% | 10,509 | +18.4% | 0.06% | +18.2% |
| Q3 2021 | $923,000 | -13.0% | 8,877 | -13.0% | 0.06% | -14.1% |
| Q2 2021 | $1,061,000 | +20.2% | 10,204 | +10.9% | 0.06% | +8.5% |
| Q1 2021 | $883,000 | +63.8% | 9,200 | +55.3% | 0.06% | +55.3% |
| Q4 2020 | $539,000 | +10.5% | 5,925 | -2.0% | 0.04% | -5.0% |
| Q3 2020 | $488,000 | +92.9% | 6,049 | +46.5% | 0.04% | +33.3% |
| Q1 2020 | $253,000 | -41.7% | 4,128 | -27.0% | 0.03% | -34.8% |
| Q4 2019 | $434,000 | +68.9% | 5,656 | +53.2% | 0.05% | +35.3% |
| Q3 2018 | $257,000 | +0.8% | 3,693 | -7.6% | 0.03% | -10.5% |
| Q4 2017 | $255,000 | – | 3,997 | – | 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% |