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 | $61,571 | +1.5% | 1,217 | +5.1% | 0.00% | 0.0% |
| Q2 2023 | $60,639 | -36.2% | 1,158 | -41.1% | 0.00% | -33.3% |
| Q1 2023 | $95,036 | +7.3% | 1,965 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $88,564 | +101.3% | 1,962 | +88.3% | 0.01% | +50.0% |
| Q3 2022 | $44,000 | -4.3% | 1,042 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | -17.9% | 1,038 | +0.4% | 0.00% | -20.0% |
| Q1 2022 | $56,000 | -11.1% | 1,034 | +86.6% | 0.01% | -16.7% |
| Q4 2021 | $63,000 | +1160.0% | 554 | +1008.0% | 0.01% | +500.0% |
| Q3 2021 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -16.7% | 50 | -33.3% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 75 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -96.7% | 74 | -97.1% | 0.00% | -98.7% |
| Q4 2018 | $153,000 | – | 2,570 | – | 0.08% | – |
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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% |