Wade Financial Advisory, Inc - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$593,336
-3.4%
11,7260.0%0.25%
+4.5%
Q2 2023$614,091
+8.3%
11,7260.0%0.24%
+2.1%
Q1 2023$567,187
+7.1%
11,7260.0%0.24%
-0.8%
Q4 2022$529,429
-14.1%
11,726
-19.4%
0.24%
-22.1%
Q3 2022$616,000
-5.2%
14,5480.0%0.31%0.0%
Q2 2022$650,000
-13.4%
14,548
+4.4%
0.31%
-4.3%
Q1 2022$751,000
-3.7%
13,938
+103.4%
0.32%
-20.7%
Q4 2021$780,000
+9.4%
6,8510.0%0.41%
+1.0%
Q3 2021$713,000
+0.1%
6,8510.0%0.40%
+3.1%
Q2 2021$712,000
+9.9%
6,851
+1.5%
0.39%
-4.6%
Q1 2021$648,000
+5.5%
6,7510.0%0.41%
-0.7%
Q4 2020$614,000
+12.9%
6,7510.0%0.41%
-4.0%
Q3 2020$544,000
+8.8%
6,7510.0%0.43%
-0.7%
Q2 2020$500,000
+20.2%
6,751
-0.5%
0.43%
+4.1%
Q1 2020$416,000
-20.2%
6,7870.0%0.42%
-9.8%
Q4 2019$521,000–6,787–0.46%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,113,379$410,536,95545.50%
Campbell Wealth Management 4,509,439$228,17827.78%
Adams Wealth Management 1,545,431$78,198,79126.53%
Diversified, LLC 1,706,300$86,338,76322.40%
Kolinsky Wealth Management, LLC 438,061$22,165,89422.01%
Northwest Quadrant Wealth Management, LLC 1,504,510$76,128,21121.37%
BlueSky Wealth Advisors, LLC 1,973,276$99,847,76120.42%
FINANCIAL CONSULATE, INC 899,723$45,525,96620.10%
Leverty Financial Group, LLC 531,156$26,875,97419.51%
HBK Sorce Advisory LLC 8,722,542$441,360,64319.43%
View complete list of SCHWAB STRATEGIC TR shareholders