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 | $477,576 | +4.4% | 9,438 | +8.1% | 0.02% | +5.9% |
| Q2 2023 | $457,296 | +6.0% | 8,732 | -2.1% | 0.02% | 0.0% |
| Q1 2023 | $431,278 | -15.2% | 8,916 | -20.9% | 0.02% | -22.7% |
| Q4 2022 | $508,839 | +12.8% | 11,269 | +5.8% | 0.02% | 0.0% |
| Q3 2022 | $451,000 | -12.3% | 10,648 | -7.5% | 0.02% | -4.3% |
| Q2 2022 | $514,000 | -30.1% | 11,516 | -15.7% | 0.02% | -14.8% |
| Q1 2022 | $735,000 | -9.8% | 13,657 | +90.8% | 0.03% | 0.0% |
| Q4 2021 | $815,000 | -54.9% | 7,157 | -58.5% | 0.03% | -60.3% |
| Q3 2021 | $1,806,000 | +3.5% | 17,259 | +2.9% | 0.07% | +3.0% |
| Q2 2021 | $1,745,000 | +4.3% | 16,780 | -3.9% | 0.07% | -5.7% |
| Q1 2021 | $1,673,000 | +10.4% | 17,468 | +4.9% | 0.07% | +2.9% |
| Q4 2020 | $1,515,000 | +14.4% | 16,656 | +1.5% | 0.07% | 0.0% |
| Q3 2020 | $1,324,000 | -2.0% | 16,415 | -10.0% | 0.07% | -12.8% |
| Q2 2020 | $1,351,000 | +22.4% | 18,238 | +1.1% | 0.08% | +1.3% |
| Q1 2020 | $1,104,000 | -7.9% | 18,031 | +15.5% | 0.08% | +11.6% |
| Q4 2019 | $1,199,000 | +465.6% | 15,607 | +422.1% | 0.07% | +392.9% |
| Q3 2019 | $212,000 | -41.9% | 2,989 | -55.8% | 0.01% | -71.4% |
| Q4 2016 | $365,000 | – | 6,763 | – | 0.05% | – |
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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% |