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 | $851,133 | -4.0% | 16,821 | -0.6% | 0.46% | +1.1% |
| Q2 2023 | $886,352 | +8.0% | 16,925 | -0.2% | 0.46% | +3.9% |
| Q1 2023 | $820,636 | +106893.0% | 16,966 | -0.1% | 0.44% | +7.6% |
| Q4 2022 | $767 | -99.9% | 16,981 | -0.9% | 0.41% | -1.7% |
| Q3 2022 | $726,000 | +21.4% | 17,141 | +28.0% | 0.42% | +30.8% |
| Q2 2022 | $598,000 | -20.8% | 13,395 | -4.4% | 0.32% | -8.1% |
| Q1 2022 | $755,000 | -0.4% | 14,014 | +110.6% | 0.35% | -3.6% |
| Q4 2021 | $758,000 | +8.3% | 6,655 | -1.1% | 0.36% | +1.7% |
| Q3 2021 | $700,000 | -2.8% | 6,726 | -2.9% | 0.35% | -3.8% |
| Q2 2021 | $720,000 | -40.4% | 6,926 | -45.0% | 0.37% | -45.0% |
| Q1 2021 | $1,209,000 | +6.1% | 12,592 | +0.5% | 0.67% | -1.2% |
| Q4 2020 | $1,139,000 | +13.4% | 12,530 | +0.6% | 0.68% | -3.7% |
| Q3 2020 | $1,004,000 | +6.9% | 12,458 | -1.7% | 0.70% | -2.1% |
| Q2 2020 | $939,000 | +18.7% | 12,679 | +23.0% | 0.72% | -9.4% |
| Q4 2019 | $791,000 | -35.6% | 10,307 | -40.5% | 0.79% | -33.2% |
| Q3 2019 | $1,228,000 | +7.6% | 17,327 | +6.6% | 1.18% | +4.0% |
| Q2 2019 | $1,141,000 | – | 16,258 | – | 1.14% | – |
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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% |