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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,508,000 | +27065.7% | 83,533 | -2.9% | 1.20% | +183.7% |
| Q3 2021 | $35,000 | -99.6% | 86,007 | -4.6% | 0.42% | -64.2% |
| Q2 2021 | $9,371,000 | -2.8% | 90,131 | -10.2% | 1.19% | -17.9% |
| Q1 2021 | $9,638,000 | +6.5% | 100,360 | +0.8% | 1.44% | +17.1% |
| Q4 2020 | $9,051,000 | +9.4% | 99,518 | -3.0% | 1.23% | -0.5% |
| Q3 2020 | $8,275,000 | +7.5% | 102,626 | -1.2% | 1.24% | -9.4% |
| Q2 2020 | $7,696,000 | – | 103,857 | – | 1.37% | – |
Download | ||||||
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% |