SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 807 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 2021 | $48,879,000 | +0.3% | 469,858 | +0.3% | 28.06% | +1.6% |
| Q2 2021 | $48,715,000 | +9.3% | 468,544 | +1.0% | 27.61% | +2.6% |
| Q1 2021 | $44,552,000 | +8.6% | 463,939 | +2.8% | 26.91% | +2.6% |
| Q4 2020 | $41,039,000 | +19.9% | 451,223 | +6.3% | 26.22% | -2.1% |
| Q3 2020 | $34,237,000 | +26.4% | 424,616 | +16.1% | 26.80% | +24.1% |
| Q2 2020 | $27,096,000 | +20.1% | 365,671 | -0.8% | 21.58% | -13.1% |
| Q1 2020 | $22,568,000 | -5.9% | 368,451 | +17.9% | 24.85% | +17.1% |
| Q4 2019 | $23,995,000 | – | 312,400 | – | 21.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |