SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $213,000 | -20.5% | 2,339 | -46.6% | 0.05% | -59.8% |
Q1 2020 | $268,000 | -21.6% | 4,381 | -1.8% | 0.13% | -21.1% |
Q4 2019 | $342,000 | +3.6% | 4,461 | -4.2% | 0.16% | -10.6% |
Q3 2019 | $330,000 | -38.3% | 4,655 | -39.0% | 0.18% | -44.3% |
Q2 2019 | $535,000 | +6.8% | 7,630 | +3.1% | 0.32% | -3.9% |
Q1 2019 | $501,000 | – | 7,399 | – | 0.34% | – |
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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% |