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 | $542,614 | +10.4% | 10,724 | +14.2% | 0.01% | +25.0% |
| Q2 2023 | $491,604 | +11.8% | 9,387 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $439,761 | +6.4% | 9,092 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $413,352 | -11.9% | 9,155 | -17.3% | 0.01% | -20.0% |
| Q3 2022 | $469,000 | +12.7% | 11,074 | +18.9% | 0.01% | +11.1% |
| Q2 2022 | $416,000 | -17.1% | 9,317 | +0.0% | 0.01% | -10.0% |
| Q1 2022 | $502,000 | +3.5% | 9,315 | +118.8% | 0.01% | +11.1% |
| Q4 2021 | $485,000 | +16.0% | 4,257 | +6.0% | 0.01% | -10.0% |
| Q3 2021 | $418,000 | 0.0% | 4,017 | +0.0% | 0.01% | -9.1% |
| Q2 2021 | $418,000 | +15.2% | 4,016 | +0.7% | 0.01% | -8.3% |
| Q4 2020 | $363,000 | – | 3,990 | – | 0.01% | – |
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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% |