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 | $1,895,789 | -2.5% | 37,466 | +0.9% | 0.29% | -2.4% |
| Q2 2023 | $1,943,798 | +14.9% | 37,117 | +6.2% | 0.29% | +7.3% |
| Q1 2023 | $1,691,165 | +11.6% | 34,963 | +4.2% | 0.27% | -5.9% |
| Q4 2022 | $1,515,033 | +28.4% | 33,556 | +20.5% | 0.29% | +23.9% |
| Q3 2022 | $1,180,000 | -1.3% | 27,852 | +4.1% | 0.23% | -1.3% |
| Q2 2022 | $1,195,000 | -13.2% | 26,753 | +4.7% | 0.24% | +7.7% |
| Q1 2022 | $1,376,000 | +97.4% | 25,549 | +280.9% | 0.22% | +101.8% |
| Q2 2021 | $697,000 | +22.7% | 6,707 | +13.4% | 0.11% | +6.9% |
| Q1 2021 | $568,000 | -17.1% | 5,912 | -21.5% | 0.10% | -19.0% |
| Q4 2020 | $685,000 | +34150.0% | 7,536 | +31300.0% | 0.13% | +12500.0% |
| Q3 2020 | $2,000 | – | 24 | – | 0.00% | – |
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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% |