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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $4,683,917 | +5.9% | 103,741 | -0.6% | 2.12% | -3.1% |
Q3 2022 | $4,421,000 | +21.3% | 104,399 | +27.9% | 2.18% | +24.5% |
Q2 2022 | $3,646,000 | -11.1% | 81,629 | +7.2% | 1.75% | -34.3% |
Q1 2022 | $4,100,000 | +47.6% | 76,132 | +212.0% | 2.67% | +69.4% |
Q4 2021 | $2,778,000 | +44.5% | 24,405 | +32.1% | 1.58% | +31.2% |
Q3 2021 | $1,922,000 | +12.3% | 18,471 | +12.1% | 1.20% | +11.6% |
Q2 2021 | $1,712,000 | +25.1% | 16,470 | +15.5% | 1.08% | +17.5% |
Q1 2021 | $1,369,000 | +154.5% | 14,256 | +141.1% | 0.92% | +104.9% |
Q4 2020 | $538,000 | – | 5,913 | – | 0.45% | – |
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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% |