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 | $263,466 | -3.0% | 5,206 | +0.4% | 0.02% | -10.5% |
| Q2 2023 | $271,675 | +8.7% | 5,187 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $250,020 | +7.5% | 5,168 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $232,504 | +7.1% | 5,149 | +0.4% | 0.02% | -17.4% |
| Q3 2022 | $217,000 | -88.6% | 5,127 | -87.9% | 0.02% | -86.6% |
| Q2 2022 | $1,897,000 | -35.1% | 42,465 | -21.8% | 0.17% | -27.4% |
| Q1 2022 | $2,923,000 | -25.6% | 54,285 | +57.2% | 0.24% | -16.3% |
| Q4 2021 | $3,930,000 | +912.9% | 34,530 | +827.0% | 0.28% | +757.6% |
| Q3 2021 | $388,000 | -0.5% | 3,725 | -0.6% | 0.03% | -5.7% |
| Q2 2021 | $390,000 | +15.0% | 3,748 | +6.3% | 0.04% | -2.8% |
| Q1 2021 | $339,000 | +7.6% | 3,526 | +1.9% | 0.04% | -16.3% |
| Q4 2020 | $315,000 | +2.3% | 3,459 | -9.5% | 0.04% | -42.7% |
| Q3 2020 | $308,000 | +133.3% | 3,823 | +76.8% | 0.08% | -20.2% |
| Q1 2020 | $132,000 | – | 2,162 | – | 0.09% | – |
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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% |