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 | $1,741,496 | +12.8% | 34,417 | +16.8% | 0.05% | +17.9% |
| Q2 2023 | $1,543,776 | +6.0% | 29,478 | -2.1% | 0.04% | 0.0% |
| Q1 2023 | $1,456,252 | +6.7% | 30,107 | -0.4% | 0.04% | 0.0% |
| Q4 2022 | $1,365,193 | +7.9% | 30,237 | +1.1% | 0.04% | 0.0% |
| Q3 2022 | $1,265,000 | -6.2% | 29,918 | -1.0% | 0.04% | -2.5% |
| Q2 2022 | $1,349,000 | -11.2% | 30,215 | +7.1% | 0.04% | -4.8% |
| Q1 2022 | $1,519,000 | -11.4% | 28,211 | +87.2% | 0.04% | -8.7% |
| Q4 2021 | $1,715,000 | +23.5% | 15,070 | +12.9% | 0.05% | +12.2% |
| Q3 2021 | $1,389,000 | +5.1% | 13,352 | +5.1% | 0.04% | +2.5% |
| Q2 2021 | $1,321,000 | +5.3% | 12,701 | -2.8% | 0.04% | -2.4% |
| Q1 2021 | $1,255,000 | +20.3% | 13,071 | +13.9% | 0.04% | +10.8% |
| Q4 2020 | $1,043,000 | +13.7% | 11,473 | +0.9% | 0.04% | 0.0% |
| Q3 2020 | $917,000 | +0.8% | 11,372 | +0.3% | 0.04% | -2.6% |
| Q2 2020 | $910,000 | -34.3% | 11,336 | -49.9% | 0.04% | -49.3% |
| Q1 2020 | $1,385,000 | +438.9% | 22,616 | +426.3% | 0.08% | +341.2% |
| Q4 2018 | $257,000 | – | 4,297 | – | 0.02% | – |
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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% |