SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,276,000 | -7.3% | 23,687 | +95.9% | 0.96% | -3.4% |
| Q4 2021 | $1,376,000 | +8.1% | 12,091 | -1.2% | 0.99% | -0.6% |
| Q3 2021 | $1,273,000 | -3.7% | 12,233 | -3.8% | 1.00% | +10.2% |
| Q2 2021 | $1,322,000 | +6.4% | 12,714 | -1.7% | 0.90% | -6.1% |
| Q1 2021 | $1,242,000 | +1.7% | 12,930 | -3.7% | 0.96% | -15.5% |
| Q4 2020 | $1,221,000 | +11.8% | 13,420 | -1.0% | 1.14% | -8.8% |
| Q3 2020 | $1,092,000 | +7.3% | 13,549 | -1.4% | 1.25% | -14.5% |
| Q2 2020 | $1,018,000 | -13.8% | 13,742 | -10.6% | 1.46% | +37.6% |
| Q4 2019 | $1,181,000 | – | 15,373 | – | 1.06% | – |
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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% |