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 | $397,000 | -5.3% | 9,381 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $419,000 | -7.3% | 9,381 | +11.7% | 0.03% | -13.3% |
| Q1 2022 | $452,000 | -6.4% | 8,400 | +98.0% | 0.03% | -3.2% |
| Q4 2021 | $483,000 | +12.9% | 4,242 | +3.0% | 0.03% | +3.3% |
| Q3 2021 | $428,000 | +27.0% | 4,117 | +27.2% | 0.03% | +25.0% |
| Q2 2021 | $337,000 | +8.4% | 3,237 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $311,000 | +5.8% | 3,237 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $294,000 | +12.6% | 3,237 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $261,000 | +8.8% | 3,237 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $240,000 | -7.0% | 3,237 | -23.2% | 0.03% | -15.6% |
| Q1 2020 | $258,000 | -20.4% | 4,217 | 0.0% | 0.03% | -5.9% |
| Q4 2019 | $324,000 | +8.4% | 4,217 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $299,000 | – | 4,217 | – | 0.04% | – |
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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% |