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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,399 | -3.4% | 4,415 | 0.0% | 0.13% | +3.2% |
Q2 2023 | $231,214 | +8.5% | 4,415 | +0.2% | 0.12% | -0.8% |
Q1 2023 | $213,070 | -12.7% | 4,405 | -2.8% | 0.12% | -13.8% |
Q1 2022 | $244,000 | -5.4% | 4,530 | +100.0% | 0.14% | +9.0% |
Q4 2021 | $258,000 | +9.3% | 2,265 | 0.0% | 0.13% | +10.8% |
Q3 2021 | $236,000 | +0.4% | 2,265 | 0.0% | 0.12% | -1.6% |
Q2 2021 | $235,000 | +7.8% | 2,265 | 0.0% | 0.12% | +3.4% |
Q1 2021 | $218,000 | +5.8% | 2,265 | 0.0% | 0.12% | -15.1% |
Q4 2020 | $206,000 | +49.3% | 2,265 | -0.1% | 0.14% | +5.3% |
Q1 2020 | $138,000 | – | 2,267 | – | 0.13% | – |
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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% |