SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,157,000 | +13.3% | 175,579 | +4.1% | 4.77% | -0.5% |
| Q2 2020 | $12,496,000 | +19.4% | 168,642 | -1.3% | 4.80% | -4.4% |
| Q1 2020 | $10,463,000 | -19.3% | 170,821 | +1.2% | 5.02% | +4.5% |
| Q4 2019 | $12,967,000 | +18.1% | 168,818 | +9.1% | 4.80% | +12.1% |
| Q3 2019 | $10,978,000 | +29.8% | 154,777 | +28.4% | 4.28% | +28.9% |
| Q2 2019 | $8,458,000 | +33.9% | 120,503 | +29.0% | 3.32% | +18.0% |
| Q1 2019 | $6,317,000 | +59.4% | 93,440 | +40.7% | 2.82% | +31.7% |
| Q4 2018 | $3,964,000 | – | 66,394 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |