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 | $1,032,327 | -47.9% | 20,402 | -46.1% | 0.05% | -44.2% |
| Q2 2023 | $1,981,318 | +79.1% | 37,833 | +65.4% | 0.09% | +68.6% |
| Q1 2023 | $1,106,392 | -48.8% | 22,874 | -52.2% | 0.05% | -50.5% |
| Q4 2022 | $2,159,537 | -16.5% | 47,830 | -21.7% | 0.10% | -18.9% |
| Q3 2022 | $2,586,000 | -4.5% | 61,057 | +0.7% | 0.13% | +5.8% |
| Q2 2022 | $2,708,000 | -18.7% | 60,646 | -1.9% | 0.12% | 0.0% |
| Q1 2022 | $3,330,000 | +15.1% | 61,833 | +143.4% | 0.12% | +21.2% |
| Q4 2021 | $2,892,000 | +26.3% | 25,406 | +15.5% | 0.10% | +16.5% |
| Q3 2021 | $2,289,000 | +1.0% | 22,000 | +0.9% | 0.08% | -2.3% |
| Q2 2021 | $2,266,000 | +12.3% | 21,798 | +3.8% | 0.09% | +1.2% |
| Q1 2021 | $2,017,000 | +355.3% | 21,000 | +330.9% | 0.09% | +330.0% |
| Q4 2020 | $443,000 | +26.9% | 4,873 | +12.6% | 0.02% | +25.0% |
| Q3 2020 | $349,000 | +13.7% | 4,329 | +4.6% | 0.02% | 0.0% |
| Q2 2020 | $307,000 | -76.9% | 4,139 | -80.9% | 0.02% | -80.2% |
| Q1 2020 | $1,328,000 | +328.4% | 21,682 | +437.3% | 0.08% | +440.0% |
| Q4 2019 | $310,000 | – | 4,035 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |