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 | $1,212,695 | -7.8% | 23,966 | -4.6% | 0.28% | -4.5% |
| Q2 2023 | $1,315,050 | +2.0% | 25,111 | -5.8% | 0.29% | -3.0% |
| Q1 2023 | $1,289,269 | -6.7% | 26,654 | -13.0% | 0.30% | -11.9% |
| Q4 2022 | $1,382,526 | +6.6% | 30,621 | +0.0% | 0.34% | +0.9% |
| Q3 2022 | $1,297,000 | -5.1% | 30,617 | +0.0% | 0.33% | -9.2% |
| Q2 2022 | $1,367,000 | -19.5% | 30,613 | -3.0% | 0.37% | -21.9% |
| Q1 2022 | $1,699,000 | -12.2% | 31,553 | +85.7% | 0.47% | -6.2% |
| Q4 2021 | $1,934,000 | +7.6% | 16,995 | -1.7% | 0.50% | +1.2% |
| Q3 2021 | $1,798,000 | -19.1% | 17,282 | -19.2% | 0.50% | -15.8% |
| Q2 2021 | $2,223,000 | +5.2% | 21,382 | -2.8% | 0.59% | -11.3% |
| Q1 2021 | $2,113,000 | -0.4% | 22,002 | -5.7% | 0.66% | -8.7% |
| Q4 2020 | $2,121,000 | – | 23,323 | – | 0.73% | – |
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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% |