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 2021 | $268,000 | -12.7% | 2,579 | -12.7% | 0.02% | -20.0% |
| Q2 2021 | $307,000 | +8.5% | 2,954 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $283,000 | +5.6% | 2,954 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $268,000 | +12.6% | 2,954 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $238,000 | +2.1% | 2,954 | -6.3% | 0.02% | -4.8% |
| Q2 2020 | $233,000 | +3.1% | 3,154 | +6.8% | 0.02% | +5.0% |
| Q4 2019 | $226,000 | +8.1% | 2,954 | 0.0% | 0.02% | -4.8% |
| Q3 2019 | $209,000 | +0.5% | 2,954 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $208,000 | -0.5% | 2,954 | -4.8% | 0.02% | -8.3% |
| Q1 2019 | $209,000 | +4.0% | 3,102 | -8.3% | 0.02% | -17.2% |
| Q4 2018 | $201,000 | -25.6% | 3,381 | -13.2% | 0.03% | -45.3% |
| Q3 2018 | $270,000 | +6.7% | 3,895 | 0.0% | 0.05% | -3.6% |
| Q2 2018 | $253,000 | +3.3% | 3,895 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $245,000 | -33.6% | 3,895 | -32.7% | 0.06% | -36.8% |
| Q4 2017 | $369,000 | – | 5,791 | – | 0.09% | – |
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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% |