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 | $4,190 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,190 | +16.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,612 | +20.4% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -99.4% | 80 | -98.7% | 0.00% | -99.4% |
| Q3 2020 | $507,000 | +7.4% | 6,289 | -1.2% | 0.17% | +9.7% |
| Q2 2020 | $472,000 | +19.8% | 6,366 | -1.1% | 0.16% | -8.3% |
| Q1 2020 | $394,000 | -13.2% | 6,439 | +7.4% | 0.17% | +36.3% |
| Q4 2019 | $454,000 | +6.8% | 5,993 | +0.3% | 0.12% | +7.8% |
| Q3 2019 | $425,000 | -6.6% | 5,977 | -7.5% | 0.12% | -8.7% |
| Q2 2019 | $455,000 | – | 6,460 | – | 0.13% | – |
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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% |