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 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $2,000 | -97.9% | 25 | -98.5% | 0.00% | -98.9% |
| Q4 2018 | $97,000 | -98.0% | 1,621 | -97.6% | 0.19% | -96.1% |
| Q3 2018 | $4,773,000 | +18.0% | 68,618 | +10.2% | 4.80% | +13.1% |
| Q2 2018 | $4,046,000 | -1.2% | 62,250 | -4.1% | 4.24% | -9.6% |
| Q1 2018 | $4,095,000 | +4833.7% | 64,920 | +4913.1% | 4.70% | +4895.7% |
| Q4 2017 | $83,000 | -100.0% | 1,295 | -73.2% | 0.09% | -70.6% |
| Q2 2017 | $279,318,000 | -6.4% | 4,835 | -8.9% | 0.32% | -13.3% |
| Q1 2017 | $298,512,000 | -55.2% | 5,305 | -57.2% | 0.37% | -47.4% |
| Q4 2016 | $666,499,000 | – | 12,400 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |