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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $307,000 | +6.2% | 3,192 | +0.5% | 0.06% | -1.6% |
| Q4 2020 | $289,000 | +13.3% | 3,176 | +0.4% | 0.06% | -6.2% |
| Q3 2020 | $255,000 | -49.3% | 3,163 | -60.4% | 0.06% | -73.1% |
| Q1 2018 | $503,000 | -29.1% | 7,981 | -28.2% | 0.24% | -36.3% |
| Q4 2017 | $709,000 | +6.5% | 11,122 | +0.2% | 0.38% | -14.2% |
| Q3 2017 | $666,000 | +4.9% | 11,098 | +1.0% | 0.44% | +2.1% |
| Q2 2017 | $635,000 | +6.2% | 10,989 | +3.4% | 0.43% | +6.9% |
| Q1 2017 | $598,000 | +6.2% | 10,624 | +0.6% | 0.41% | +28.1% |
| Q4 2016 | $563,000 | +3.3% | 10,562 | +0.1% | 0.32% | -5.9% |
| Q3 2016 | $545,000 | – | 10,551 | – | 0.34% | – |
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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% |