SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $981,000 | +11.9% | 9,434 | +3.3% | 0.04% | 0.0% |
| Q1 2021 | $877,000 | +5.5% | 9,134 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $831,000 | +85.5% | 9,134 | +64.4% | 0.04% | +63.6% |
| Q3 2020 | $448,000 | +8.7% | 5,557 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $412,000 | +0.7% | 5,557 | -16.7% | 0.02% | -14.8% |
| Q1 2020 | $409,000 | +1.2% | 6,673 | +26.9% | 0.03% | +28.6% |
| Q4 2019 | $404,000 | +7.7% | 5,260 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $375,000 | +1.9% | 5,292 | +1.0% | 0.02% | 0.0% |
| Q2 2019 | $368,000 | +1.9% | 5,242 | -1.7% | 0.02% | -4.5% |
| Q1 2019 | $361,000 | +79.6% | 5,335 | +29.9% | 0.02% | +15.8% |
| Q1 2016 | $201,000 | – | 4,107 | – | 0.02% | – |
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% |