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 | $282,044 | +0.0% | 5,574 | +3.5% | 0.04% | 0.0% |
| Q2 2023 | $281,960 | +8.3% | 5,384 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $260,424 | +7.1% | 5,384 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $243,088 | +6.6% | 5,384 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $228,000 | -5.0% | 5,384 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $240,000 | -17.2% | 5,384 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $290,000 | -5.2% | 5,384 | +100.0% | 0.04% | -9.5% |
| Q4 2021 | $306,000 | -31.2% | 2,692 | -37.0% | 0.04% | -42.5% |
| Q3 2021 | $445,000 | -2.2% | 4,276 | -2.2% | 0.07% | -2.7% |
| Q2 2021 | $455,000 | +7.6% | 4,372 | -0.7% | 0.08% | -1.3% |
| Q1 2021 | $423,000 | +5.8% | 4,401 | +0.1% | 0.08% | -3.8% |
| Q4 2020 | $400,000 | +12.0% | 4,398 | -0.6% | 0.08% | -1.2% |
| Q3 2020 | $357,000 | +9.2% | 4,424 | +0.2% | 0.08% | -1.2% |
| Q2 2020 | $327,000 | +21.1% | 4,417 | +0.1% | 0.08% | +2.5% |
| Q1 2020 | $270,000 | -14.8% | 4,412 | +7.0% | 0.08% | +5.3% |
| Q4 2019 | $317,000 | +17.4% | 4,125 | +8.3% | 0.08% | +8.7% |
| Q3 2019 | $270,000 | +5.9% | 3,810 | +4.9% | 0.07% | +3.0% |
| Q2 2019 | $255,000 | +4.1% | 3,631 | +0.4% | 0.07% | +1.5% |
| Q1 2019 | $245,000 | +8.4% | 3,618 | +11.6% | 0.07% | +8.2% |
| Q3 2018 | $226,000 | +9.7% | 3,243 | +2.5% | 0.06% | +3.4% |
| Q2 2018 | $206,000 | – | 3,165 | – | 0.06% | – |
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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% |