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 | $271,050 | -3.4% | 5,357 | 0.0% | 0.03% | -20.0% |
| Q2 2023 | $280,531 | +39.6% | 5,357 | +18.9% | 0.04% | +16.7% |
| Q2 2022 | $201,000 | -21.5% | 4,507 | +100.0% | 0.03% | -30.2% |
| Q4 2021 | $256,000 | -2.7% | 2,254 | -10.8% | 0.04% | -14.0% |
| Q3 2021 | $263,000 | 0.0% | 2,527 | +860.8% | 0.05% | +2.0% |
| Q2 2021 | $263,000 | +12.4% | 263 | -89.2% | 0.05% | +6.5% |
| Q1 2021 | $234,000 | +19.4% | 2,433 | +12.6% | 0.05% | +27.8% |
| Q4 2020 | $196,000 | +12.6% | 2,160 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $174,000 | +8.8% | 2,160 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $160,000 | +21.2% | 2,160 | 0.0% | 0.04% | +6.1% |
| Q1 2020 | $132,000 | -38.0% | 2,160 | -22.1% | 0.03% | -29.8% |
| Q4 2019 | $213,000 | – | 2,774 | – | 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% |