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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $215,139 | -35.2% | 4,108 | -33.5% | 0.03% | -17.6% |
Q1 2022 | $332,000 | +40.1% | 6,179 | +196.4% | 0.03% | +47.8% |
Q4 2021 | $237,000 | -25.9% | 2,085 | -32.2% | 0.02% | -34.3% |
Q3 2021 | $320,000 | +0.3% | 3,076 | +0.2% | 0.04% | -2.8% |
Q2 2021 | $319,000 | +8.5% | 3,069 | +0.2% | 0.04% | -5.3% |
Q1 2021 | $294,000 | +15.3% | 3,063 | +9.2% | 0.04% | +2.7% |
Q4 2020 | $255,000 | +10.9% | 2,805 | -6.4% | 0.04% | -9.8% |
Q4 2019 | $230,000 | +8.0% | 2,998 | 0.0% | 0.04% | -6.8% |
Q3 2019 | $213,000 | +1.4% | 2,998 | 0.0% | 0.04% | -8.3% |
Q2 2019 | $210,000 | -6.7% | 2,998 | -9.8% | 0.05% | -14.3% |
Q1 2019 | $225,000 | -6.6% | 3,323 | -17.5% | 0.06% | -20.0% |
Q4 2018 | $241,000 | -13.9% | 4,030 | 0.0% | 0.07% | -2.8% |
Q3 2018 | $280,000 | +6.9% | 4,030 | 0.0% | 0.07% | -1.4% |
Q2 2018 | $262,000 | +3.1% | 4,030 | 0.0% | 0.07% | +14.1% |
Q1 2018 | $254,000 | – | 4,030 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |