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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $616,207 | -3.4% | 12,178 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $637,762 | -0.5% | 12,178 | -8.1% | 0.18% | -6.2% |
| Q1 2023 | $640,866 | +16.6% | 13,249 | +8.8% | 0.19% | +9.0% |
| Q4 2022 | $549,837 | +6.6% | 12,178 | 0.0% | 0.18% | -5.8% |
| Q3 2022 | $516,000 | -5.1% | 12,178 | 0.0% | 0.19% | -4.1% |
| Q2 2022 | $544,000 | -17.1% | 12,178 | 0.0% | 0.20% | -7.5% |
| Q1 2022 | $656,000 | -34.1% | 12,178 | +39.1% | 0.21% | -31.3% |
| Q4 2021 | $996,000 | +9.5% | 8,754 | +0.0% | 0.31% | +2.6% |
| Q3 2021 | $910,000 | 0.0% | 8,750 | 0.0% | 0.30% | -1.0% |
| Q2 2021 | $910,000 | -4.6% | 8,750 | -11.9% | 0.30% | -12.6% |
| Q1 2021 | $954,000 | +5.6% | 9,936 | +0.0% | 0.35% | -0.6% |
| Q4 2020 | $903,000 | – | 9,932 | – | 0.35% | – |
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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% |