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 2021 | $909,000 | +17.6% | 8,738 | +81.9% | 0.04% | +13.5% |
| Q2 2021 | $773,000 | -100.0% | 4,803 | -71.0% | 0.04% | -73.0% |
| Q1 2021 | $1,589,489,000 | +424897.1% | 16,552 | +302.5% | 0.14% | +87.7% |
| Q4 2020 | $374,000 | +270.3% | 4,112 | +146.2% | 0.07% | +356.2% |
| Q1 2020 | $101,000 | +34.7% | 1,670 | +70.6% | 0.02% | 0.0% |
| Q4 2019 | $75,000 | +108.3% | 979 | +85.1% | 0.02% | +128.6% |
| Q1 2019 | $36,000 | – | 529 | – | 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% |