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 | $2,077,485 | +7.1% | 41,057 | +10.8% | 0.25% | +10.5% |
| Q2 2023 | $1,940,571 | +7.9% | 37,055 | -0.3% | 0.23% | +1.8% |
| Q1 2023 | $1,798,010 | +7.8% | 37,172 | +0.6% | 0.22% | +5.7% |
| Q4 2022 | $1,668,157 | +19.1% | 36,947 | +11.7% | 0.21% | +9.8% |
| Q3 2022 | $1,401,000 | -4.4% | 33,078 | +0.8% | 0.19% | +1.6% |
| Q2 2022 | $1,465,000 | -14.8% | 32,803 | +2.7% | 0.19% | -4.5% |
| Q1 2022 | $1,720,000 | -1.6% | 31,944 | +108.0% | 0.20% | -2.0% |
| Q4 2021 | $1,748,000 | +15.0% | 15,357 | +5.1% | 0.20% | +1.5% |
| Q3 2021 | $1,520,000 | +6.0% | 14,611 | +6.0% | 0.20% | +0.5% |
| Q2 2021 | $1,434,000 | +7.4% | 13,789 | -0.8% | 0.20% | -2.0% |
| Q1 2021 | $1,335,000 | +32.0% | 13,907 | +25.1% | 0.20% | +18.7% |
| Q4 2020 | $1,011,000 | +19.6% | 11,117 | +6.1% | 0.17% | +3.6% |
| Q3 2020 | $845,000 | +12.8% | 10,479 | +3.7% | 0.16% | +2.5% |
| Q2 2020 | $749,000 | +26.7% | 10,102 | +4.7% | 0.16% | +3.9% |
| Q1 2020 | $591,000 | -5.3% | 9,647 | +18.8% | 0.16% | +18.3% |
| Q4 2019 | $624,000 | +66.4% | 8,123 | +53.7% | 0.13% | +48.9% |
| Q3 2019 | $375,000 | +21.8% | 5,286 | +20.5% | 0.09% | +17.3% |
| Q2 2019 | $308,000 | – | 4,387 | – | 0.08% | – |
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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% |