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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $107,000 | 0.0% | 1,448 | -16.8% | 0.00% | +100.0% |
| Q1 2020 | $107,000 | -17.1% | 1,740 | +3.3% | 0.00% | -50.0% |
| Q4 2019 | $129,000 | +17.3% | 1,684 | +8.4% | 0.00% | 0.0% |
| Q3 2019 | $110,000 | 0.0% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $110,000 | +4.8% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $105,000 | +12.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $93,000 | -13.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $108,000 | +6.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $101,000 | +21.7% | 1,554 | +17.9% | 0.00% | +100.0% |
| Q1 2018 | $83,000 | +1.2% | 1,318 | -6.8% | 0.00% | -50.0% |
| Q2 2017 | $82,000 | +2.5% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $80,000 | +1.3% | 1,414 | -4.4% | 0.00% | 0.0% |
| Q4 2016 | $79,000 | +2.6% | 1,479 | -1.4% | 0.00% | 0.0% |
| Q3 2016 | $77,000 | +2.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $75,000 | +2.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $73,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $73,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
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% |