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 | $405 | -97.0% | 8 | -96.9% | 0.00% | -100.0% |
| Q2 2023 | $13,511 | -9.3% | 258 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $14,898 | +7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,906 | +7.0% | 308 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 308 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -5.6% | 308 | +100.0% | 0.01% | -16.7% |
| Q4 2021 | $18,000 | +12.5% | 154 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $16,000 | 0.0% | 154 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $16,000 | +6.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 154 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 154 | +2.7% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +22.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | -22.2% |
| Q1 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | – | 150 | – | 0.01% | – |
Download | ||||||
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% |