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 | $267,876 | -91.3% | 5,294 | -90.8% | 0.05% | -92.4% |
| Q1 2022 | $3,082,000 | -8.5% | 57,235 | +93.4% | 0.66% | -17.0% |
| Q4 2021 | $3,369,000 | +4.7% | 29,601 | -4.3% | 0.79% | +1.4% |
| Q3 2021 | $3,217,000 | -8.5% | 30,929 | -8.5% | 0.78% | -13.0% |
| Q2 2021 | $3,514,000 | -2.2% | 33,799 | -9.7% | 0.90% | -15.1% |
| Q1 2021 | $3,594,000 | +4.0% | 37,421 | -1.5% | 1.06% | -5.2% |
| Q4 2020 | $3,457,000 | -39.8% | 38,007 | -46.6% | 1.12% | -35.6% |
| Q3 2020 | $5,741,000 | +6.0% | 71,202 | -2.6% | 1.73% | -4.1% |
| Q2 2020 | $5,415,000 | +6.3% | 73,073 | -12.1% | 1.81% | -11.1% |
| Q1 2020 | $5,092,000 | -20.6% | 83,142 | -0.5% | 2.03% | -5.7% |
| Q4 2019 | $6,416,000 | +7.1% | 83,537 | -1.0% | 2.16% | -3.8% |
| Q3 2019 | $5,988,000 | -2.4% | 84,417 | -3.4% | 2.24% | -9.0% |
| Q2 2019 | $6,135,000 | +4.2% | 87,404 | +0.4% | 2.46% | -5.5% |
| Q1 2019 | $5,885,000 | – | 87,044 | – | 2.61% | – |
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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% |