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 | $6,290,344 | -6.4% | 124,315 | -3.2% | 2.53% | -0.7% |
| Q2 2023 | $6,722,859 | +4.9% | 128,372 | -3.1% | 2.54% | -2.2% |
| Q1 2023 | $6,408,922 | -4.5% | 132,498 | -10.9% | 2.60% | -10.2% |
| Q4 2022 | $6,713,449 | +5.0% | 148,692 | -1.5% | 2.90% | +1.5% |
| Q3 2022 | $6,394,000 | -10.0% | 150,988 | -5.1% | 2.86% | -22.5% |
| Q2 2022 | $7,104,000 | -22.4% | 159,069 | -6.4% | 3.68% | -28.0% |
| Q1 2022 | $9,154,000 | -12.4% | 169,982 | +85.2% | 5.11% | -7.5% |
| Q4 2021 | $10,445,000 | +4.6% | 91,764 | -4.4% | 5.53% | -5.7% |
| Q3 2021 | $9,990,000 | +1065.7% | 96,031 | +1588.3% | 5.86% | +1063.3% |
| Q2 2021 | $857,000 | -94.5% | 5,688 | -96.5% | 0.50% | -94.1% |
| Q1 2021 | $15,587,000 | -2.9% | 162,309 | -8.1% | 8.60% | +0.2% |
| Q4 2020 | $16,055,000 | +14.4% | 176,521 | +1.4% | 8.58% | +2.4% |
| Q3 2020 | $14,031,000 | +9.7% | 174,011 | +0.9% | 8.38% | +10.5% |
| Q2 2020 | $12,785,000 | – | 172,543 | – | 7.58% | – |
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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% |