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 2022 | $1,062,000 | -4.7% | 25,065 | +0.5% | 0.20% | +18.7% |
| Q2 2022 | $1,114,000 | -17.1% | 24,952 | 0.0% | 0.17% | -1.8% |
| Q1 2022 | $1,344,000 | -5.4% | 24,952 | +100.0% | 0.17% | +5.0% |
| Q4 2021 | $1,420,000 | +9.5% | 12,476 | 0.0% | 0.16% | -5.8% |
| Q3 2021 | $1,297,000 | 0.0% | 12,476 | 0.0% | 0.17% | 0.0% |
| Q2 2021 | $1,297,000 | +8.3% | 12,476 | 0.0% | 0.17% | +3.6% |
| Q1 2021 | $1,198,000 | +5.6% | 12,476 | 0.0% | 0.16% | +6.5% |
| Q4 2020 | $1,135,000 | +12.8% | 12,476 | 0.0% | 0.16% | +0.6% |
| Q3 2020 | $1,006,000 | +9.6% | 12,476 | +0.7% | 0.15% | +2.7% |
| Q2 2020 | $918,000 | +20.9% | 12,388 | 0.0% | 0.15% | +0.7% |
| Q1 2020 | $759,000 | -19.6% | 12,388 | +0.8% | 0.15% | +2.8% |
| Q4 2019 | $944,000 | +8.4% | 12,287 | +0.1% | 0.14% | +2.1% |
| Q3 2019 | $871,000 | – | 12,277 | – | 0.14% | – |
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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% |