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 | $515,000 | -8.8% | 10,185 | -5.6% | 0.03% | +3.2% |
| Q2 2023 | $565,000 | +138720.6% | 10,790 | +28.3% | 0.03% | 0.0% |
| Q1 2023 | $407 | -32.7% | 8,409 | -37.2% | 0.03% | -20.5% |
| Q4 2022 | $605 | -99.9% | 13,389 | -12.6% | 0.04% | -40.0% |
| Q3 2022 | $649,000 | +377.2% | 15,322 | +1043.4% | 0.06% | +1200.0% |
| Q1 2021 | $136,000 | -39.3% | 1,340 | -45.7% | 0.01% | -50.0% |
| Q4 2020 | $224,000 | +83.6% | 2,468 | +63.6% | 0.01% | +66.7% |
| Q3 2020 | $122,000 | +43.5% | 1,509 | +31.1% | 0.01% | +20.0% |
| Q2 2020 | $85,000 | +6.2% | 1,151 | -11.6% | 0.01% | -16.7% |
| Q1 2020 | $80,000 | -73.7% | 1,302 | -67.1% | 0.01% | -73.9% |
| Q4 2019 | $304,000 | +5.6% | 3,962 | -2.5% | 0.02% | -4.2% |
| Q3 2019 | $288,000 | -92.4% | 4,062 | -92.8% | 0.02% | -94.3% |
| Q1 2019 | $3,794,000 | +16.7% | 56,110 | +3.0% | 0.42% | -8.0% |
| Q4 2018 | $3,252,000 | – | 54,474 | – | 0.46% | – |
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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% |