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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $990,000 | +4.3% | 9,525 | -3.6% | 0.52% | +27.7% |
| Q1 2021 | $949,000 | +4.2% | 9,885 | -1.3% | 0.40% | -5.6% |
| Q4 2020 | $911,000 | +14.7% | 10,014 | +1.7% | 0.43% | +5.2% |
| Q3 2020 | $794,000 | +0.3% | 9,843 | -7.9% | 0.41% | -3.3% |
| Q2 2020 | $792,000 | +29.8% | 10,682 | +7.3% | 0.42% | +8.8% |
| Q1 2020 | $610,000 | -28.7% | 9,951 | -10.6% | 0.39% | +0.8% |
| Q4 2019 | $855,000 | +10.8% | 11,133 | +2.3% | 0.38% | +8.5% |
| Q3 2019 | $772,000 | +2.0% | 10,881 | +0.9% | 0.35% | +1.7% |
| Q2 2019 | $757,000 | +4.4% | 10,781 | +0.6% | 0.35% | +11.2% |
| Q1 2019 | $725,000 | +16.0% | 10,716 | +2.3% | 0.31% | +6.1% |
| Q4 2018 | $625,000 | -11.6% | 10,476 | +3.0% | 0.30% | +11.7% |
| Q3 2018 | $707,000 | +8.1% | 10,166 | +1.0% | 0.26% | -2.9% |
| Q2 2018 | $654,000 | +8.8% | 10,061 | +5.6% | 0.27% | +57.2% |
| Q1 2018 | $601,000 | +34.8% | 9,531 | +36.2% | 0.17% | +32.1% |
| Q4 2017 | $446,000 | +359.8% | 6,996 | +334.5% | 0.13% | +297.0% |
| Q3 2017 | $97,000 | – | 1,610 | – | 0.03% | – |
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% |