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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $212,000 | -4.5% | 2,034 | -4.7% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +8.3% | 2,134 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $205,000 | -41.1% | 2,134 | -62.5% | 0.03% | -59.1% |
| Q1 2020 | $348,000 | -35.8% | 5,684 | -19.5% | 0.07% | -12.0% |
| Q4 2019 | $542,000 | +118.5% | 7,061 | +101.6% | 0.08% | +102.7% |
| Q3 2019 | $248,000 | +0.8% | 3,503 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $246,000 | +0.4% | 3,503 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $245,000 | -8.9% | 3,503 | -22.2% | 0.04% | -23.4% |
| Q4 2018 | $269,000 | -14.1% | 4,503 | 0.0% | 0.05% | +9.3% |
| Q3 2018 | $313,000 | – | 4,503 | – | 0.04% | – |
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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% |