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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $252,945 | +6.7% | 5,229 | -6.8% | 0.02% | -24.0% |
| Q3 2022 | $237,000 | -60.0% | 5,608 | -57.8% | 0.02% | -55.4% |
| Q2 2022 | $593,000 | +106.6% | 13,297 | +149.1% | 0.06% | +133.3% |
| Q1 2022 | $287,000 | -10.9% | 5,339 | +88.6% | 0.02% | -11.1% |
| Q4 2021 | $322,000 | +46.4% | 2,831 | +33.5% | 0.03% | +8.0% |
| Q3 2021 | $220,000 | -6.4% | 2,120 | -6.4% | 0.02% | -10.7% |
| Q2 2021 | $235,000 | +3.1% | 2,265 | -4.7% | 0.03% | -22.2% |
| Q1 2021 | $228,000 | -14.3% | 2,377 | -18.8% | 0.04% | -35.7% |
| Q4 2020 | $266,000 | +4.3% | 2,927 | -7.8% | 0.06% | -11.1% |
| Q3 2020 | $255,000 | – | 3,174 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |