SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 807 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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $14,808,648 | +6.7% | 306,154 | -0.4% | 3.44% | -1.1% |
Q4 2022 | $13,879,000 | +6.6% | 307,389 | +0.0% | 3.47% | -9.0% |
Q3 2022 | $13,018,000 | -5.2% | 307,388 | -0.0% | 3.82% | +1.7% |
Q2 2022 | $13,732,000 | -17.6% | 307,475 | -0.6% | 3.75% | +4.0% |
Q1 2022 | $16,662,000 | -5.6% | 309,412 | +99.5% | 3.61% | +4.3% |
Q4 2021 | $17,655,000 | +9.1% | 155,110 | -0.3% | 3.46% | +2.1% |
Q3 2021 | $16,189,000 | -1.0% | 155,618 | -1.1% | 3.39% | +2.7% |
Q2 2021 | $16,357,000 | +7.9% | 157,321 | -0.4% | 3.30% | +12.9% |
Q1 2021 | $15,165,000 | +5.6% | 157,915 | +0.0% | 2.92% | +0.1% |
Q4 2020 | $14,358,000 | +13.1% | 157,866 | +0.2% | 2.92% | +4.6% |
Q3 2020 | $12,699,000 | +10.0% | 157,498 | +1.1% | 2.79% | +3.3% |
Q2 2020 | $11,543,000 | +21.2% | 155,781 | +0.2% | 2.70% | +6.1% |
Q1 2020 | $9,523,000 | -10.0% | 155,471 | +12.9% | 2.54% | -27.2% |
Q4 2019 | $10,579,000 | +8.3% | 137,724 | -0.0% | 3.50% | -1.4% |
Q3 2019 | $9,770,000 | +1.1% | 137,740 | +0.0% | 3.54% | -1.5% |
Q2 2019 | $9,665,000 | +3.7% | 137,697 | -0.1% | 3.60% | -4.1% |
Q1 2019 | $9,321,000 | +14.3% | 137,870 | +0.9% | 3.75% | -1.2% |
Q4 2018 | $8,155,000 | – | 136,605 | – | 3.80% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |