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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $908,000 | +96.5% | 12,260 | +62.6% | 0.06% | +60.0% |
| Q1 2020 | $462,000 | -26.2% | 7,541 | -7.4% | 0.04% | -2.8% |
| Q4 2019 | $626,000 | +29.9% | 8,145 | +19.8% | 0.04% | +16.1% |
| Q3 2019 | $482,000 | +10.6% | 6,796 | +9.5% | 0.03% | +6.9% |
| Q2 2019 | $436,000 | -17.6% | 6,205 | -20.6% | 0.03% | -12.1% |
| Q1 2019 | $529,000 | +33.9% | 7,818 | +18.3% | 0.03% | +13.8% |
| Q4 2018 | $395,000 | -0.5% | 6,609 | -3.9% | 0.03% | -21.6% |
| Q2 2017 | $397,000 | – | 6,879 | – | 0.04% | – |
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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% |