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 | $355 | -99.9% | 7,854 | -4.2% | 0.01% | -10.0% |
| Q3 2022 | $347,000 | -5.2% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $366,000 | -17.0% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $441,000 | +10.0% | 8,198 | +132.6% | 0.01% | +11.1% |
| Q4 2021 | $401,000 | +9.3% | 3,524 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | +1.9% | 3,524 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $360,000 | +46.9% | 3,458 | +35.4% | 0.01% | +50.0% |
| Q1 2021 | $245,000 | +3.8% | 2,553 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $236,000 | +3.1% | 2,599 | -12.7% | 0.01% | -14.3% |
| Q4 2019 | $229,000 | -0.4% | 2,976 | -8.0% | 0.01% | -12.5% |
| Q3 2019 | $230,000 | – | 3,236 | – | 0.01% | – |
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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% |