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 | $30 | – | 1,300 | +333.3% | 0.00% | – |
Q2 2023 | $0 | – | 300 | 0.0% | 0.00% | – |
Q1 2023 | $0 | – | 300 | -70.0% | 0.00% | – |
Q4 2022 | $0 | -100.0% | 1,000 | +233.3% | 0.00% | – |
Q1 2022 | $5,000 | – | 300 | +200.0% | 0.00% | – |
Q4 2021 | $0 | -100.0% | 100 | -93.3% | 0.00% | – |
Q3 2021 | $1,000 | -88.9% | 1,500 | +650.0% | 0.00% | – |
Q1 2021 | $9,000 | +350.0% | 200 | -81.8% | 0.00% | – |
Q4 2020 | $2,000 | – | 1,100 | +266.7% | 0.00% | – |
Q3 2020 | $0 | -100.0% | 300 | -81.2% | 0.00% | – |
Q2 2020 | $4,000 | -66.7% | 1,600 | +6.7% | 0.00% | -100.0% |
Q1 2020 | $12,000 | +1100.0% | 1,500 | -44.4% | 0.00% | – |
Q4 2019 | $1,000 | – | 2,700 | +1250.0% | 0.00% | – |
Q3 2019 | $0 | – | 200 | +100.0% | 0.00% | – |
Q3 2018 | $0 | -100.0% | 100 | -75.0% | 0.00% | – |
Q4 2017 | $7,000 | +250.0% | 400 | -63.6% | 0.00% | – |
Q3 2017 | $2,000 | -81.8% | 1,100 | -71.8% | 0.00% | – |
Q2 2017 | $11,000 | -42.1% | 3,900 | -56.7% | 0.00% | -100.0% |
Q1 2017 | $19,000 | -52.5% | 9,000 | +483.3% | 0.00% | 0.0% |
Q4 2016 | $40,000 | -86.8% | 1,543 | -81.2% | 0.00% | -92.3% |
Q3 2016 | $303,000 | +1.0% | 8,194 | +3.8% | 0.01% | -13.3% |
Q2 2016 | $300,000 | -0.7% | 7,894 | -14.8% | 0.02% | -21.1% |
Q1 2016 | $302,000 | +1676.5% | 9,260 | -14.0% | 0.02% | – |
Q4 2015 | $17,000 | – | 10,766 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |