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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326 | +31.5% | 6,446 | +36.4% | 0.00% | 0.0% |
| Q2 2023 | $248 | +15.3% | 4,727 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $215 | +7.0% | 4,446 | 0.0% | 0.00% | – |
| Q4 2022 | $201 | -99.9% | 4,446 | 0.0% | 0.00% | – |
| Q3 2022 | $188,000 | -5.5% | 4,446 | 0.0% | 0.00% | – |
| Q2 2022 | $199,000 | -26.8% | 4,446 | -11.8% | 0.00% | -100.0% |
| Q1 2022 | $272,000 | -33.2% | 5,042 | +40.9% | 0.00% | 0.0% |
| Q4 2021 | $407,000 | +188.7% | 3,579 | +163.9% | 0.00% | – |
| Q3 2021 | $141,000 | 0.0% | 1,356 | 0.0% | 0.00% | – |
| Q2 2021 | $141,000 | +8.5% | 1,356 | 0.0% | 0.00% | – |
| Q1 2021 | $130,000 | +5.7% | 1,356 | 0.0% | 0.00% | – |
| Q4 2020 | $123,000 | -18.0% | 1,356 | -26.9% | 0.00% | – |
| Q3 2020 | $150,000 | +50.0% | 1,856 | +36.9% | 0.00% | – |
| Q2 2020 | $100,000 | +20.5% | 1,356 | +0.2% | 0.00% | – |
| Q1 2020 | $83,000 | +730.0% | 1,353 | +560.0% | 0.00% | – |
| Q1 2016 | $10,000 | – | 205 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |