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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,374 | +1.0% | 5,523 | -5.4% | 0.18% | -5.6% |
| Q3 2022 | $247,000 | -21.6% | 5,839 | -17.2% | 0.20% | -15.2% |
| Q2 2022 | $315,000 | -34.8% | 7,051 | -21.4% | 0.23% | -25.0% |
| Q1 2022 | $483,000 | -14.8% | 8,969 | +80.1% | 0.31% | -12.3% |
| Q4 2021 | $567,000 | -16.6% | 4,981 | -23.8% | 0.35% | -24.7% |
| Q3 2021 | $680,000 | -1.3% | 6,533 | -1.3% | 0.47% | -12.9% |
| Q2 2021 | $689,000 | +8.0% | 6,622 | -0.4% | 0.54% | -7.3% |
| Q1 2021 | $638,000 | +2.9% | 6,646 | -2.5% | 0.58% | +2.9% |
| Q4 2020 | $620,000 | +10.5% | 6,815 | -2.1% | 0.56% | -3.3% |
| Q3 2020 | $561,000 | -4.1% | 6,958 | -11.8% | 0.58% | -17.3% |
| Q2 2020 | $585,000 | +20.9% | 7,889 | -0.1% | 0.70% | +9.5% |
| Q1 2020 | $484,000 | -40.2% | 7,896 | +6826.3% | 0.64% | +3.1% |
| Q4 2019 | $810,000 | – | 114 | – | 0.62% | – |
Download | ||||||
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% |