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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,564 | -5.0% | 5,920 | -1.7% | 0.17% | -4.0% |
| Q2 2023 | $315,277 | +8.6% | 6,020 | +0.3% | 0.18% | +6.0% |
| Q1 2023 | $290,338 | +2.2% | 6,002 | -4.6% | 0.17% | -0.6% |
| Q4 2022 | $284,054 | +21.9% | 6,291 | +14.2% | 0.17% | +9.9% |
| Q3 2022 | $233,000 | -15.9% | 5,511 | -11.1% | 0.15% | -11.1% |
| Q2 2022 | $277,000 | -16.8% | 6,198 | +0.3% | 0.17% | -2.3% |
| Q1 2022 | $333,000 | -11.2% | 6,177 | +87.5% | 0.18% | -8.4% |
| Q4 2021 | $375,000 | +7.8% | 3,294 | -1.6% | 0.19% | -7.3% |
| Q3 2021 | $348,000 | 0.0% | 3,346 | 0.0% | 0.21% | -1.4% |
| Q2 2021 | $348,000 | +2.1% | 3,346 | -5.7% | 0.21% | -5.9% |
| Q1 2021 | $341,000 | +4.6% | 3,550 | -0.9% | 0.22% | -5.5% |
| Q4 2020 | $326,000 | -15.3% | 3,584 | -25.0% | 0.24% | -29.9% |
| Q3 2020 | $385,000 | -8.3% | 4,777 | -15.6% | 0.34% | -16.9% |
| Q2 2020 | $420,000 | +10.2% | 5,663 | -9.0% | 0.40% | -11.4% |
| Q1 2020 | $381,000 | -53.3% | 6,220 | -41.5% | 0.46% | -38.2% |
| Q4 2019 | $816,000 | – | 10,630 | – | 0.74% | – |
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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% |