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 | $869,852 | -11.2% | 17,191 | -8.1% | 0.01% | -53.3% |
| Q2 2023 | $979,964 | +8.3% | 18,712 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $904,925 | +216.0% | 18,708 | -50.0% | 0.02% | +650.0% |
| Q4 2022 | $286,384 | -81.9% | 37,410 | +0.0% | 0.00% | -85.7% |
| Q3 2022 | $1,583,943 | +89.7% | 37,400 | +100.1% | 0.01% | -22.2% |
| Q2 2022 | $834,938 | +11827.7% | 18,695 | +24826.7% | 0.02% | – |
| Q4 2020 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 75 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | -96.9% | 75 | -96.7% | 0.00% | -97.2% |
| Q1 2017 | $130,000 | +712.5% | 2,306 | +570.3% | 0.07% | +60.0% |
| Q2 2014 | $16,000 | – | 344 | – | 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% |