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 | 8,244,869 | $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% |