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 | $278,300 | -3.4% | 5,500 | 0.0% | 0.19% | +3.3% |
| Q2 2023 | $288,035 | +8.3% | 5,500 | 0.0% | 0.18% | 0.0% |
| Q1 2023 | $266,035 | +8.1% | 5,500 | 0.0% | 0.18% | -4.7% |
| Q4 2022 | $246,122 | +3.8% | 5,500 | 0.0% | 0.19% | +3.3% |
| Q3 2022 | $237,000 | -4.0% | 5,500 | 0.0% | 0.18% | +3.4% |
| Q2 2022 | $247,000 | -17.7% | 5,500 | 0.0% | 0.18% | -3.3% |
| Q1 2022 | $300,000 | -4.2% | 5,500 | +100.0% | 0.18% | 0.0% |
| Q4 2021 | $313,000 | +8.3% | 2,750 | 0.0% | 0.18% | +4.0% |
| Q3 2021 | $289,000 | +1.0% | 2,750 | 0.0% | 0.18% | +1.1% |
| Q2 2021 | $286,000 | +4.0% | 2,750 | -3.5% | 0.18% | +2.3% |
| Q1 2021 | $275,000 | +2.2% | 2,850 | -0.7% | 0.17% | +3.6% |
| Q4 2020 | $269,000 | +15.9% | 2,870 | -0.1% | 0.16% | +1.9% |
| Q3 2020 | $232,000 | +8.9% | 2,872 | -0.0% | 0.16% | -26.0% |
| Q2 2020 | $213,000 | +8.7% | 2,873 | 0.0% | 0.22% | +7.4% |
| Q1 2020 | $196,000 | +1.0% | 2,873 | +13.9% | 0.20% | +36.0% |
| Q4 2019 | $194,000 | – | 2,523 | – | 0.15% | – |
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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% |