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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,738,000 | -17.7% | 38,953 | -0.7% | 0.12% | -7.6% |
| Q1 2022 | $2,111,000 | -3.3% | 39,228 | +104.6% | 0.13% | 0.0% |
| Q4 2021 | $2,183,000 | +9.5% | 19,172 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $1,994,000 | -0.1% | 19,172 | 0.0% | 0.14% | +3.1% |
| Q2 2021 | $1,995,000 | +8.4% | 19,172 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $1,841,000 | +5.5% | 19,172 | 0.0% | 0.13% | +0.8% |
| Q4 2020 | $1,745,000 | – | 19,172 | – | 0.13% | – |
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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% |