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 | $1,210,352 | -11.5% | 23,920 | -8.5% | 0.21% | -10.5% |
| Q2 2023 | $1,368,323 | -4.2% | 26,128 | -11.5% | 0.24% | -12.5% |
| Q1 2023 | $1,428,269 | +7.1% | 29,528 | 0.0% | 0.27% | -7.5% |
| Q4 2022 | $1,333,189 | +6.6% | 29,528 | 0.0% | 0.29% | +6.2% |
| Q3 2022 | $1,251,000 | -10.1% | 29,528 | -5.2% | 0.28% | -5.2% |
| Q2 2022 | $1,391,000 | -17.1% | 31,150 | 0.0% | 0.29% | +10.6% |
| Q1 2022 | $1,677,000 | -5.4% | 31,150 | +100.0% | 0.26% | -1.5% |
| Q4 2021 | $1,773,000 | +7.9% | 15,577 | -1.4% | 0.27% | +1.1% |
| Q3 2021 | $1,643,000 | -3.3% | 15,793 | -3.3% | 0.26% | +0.4% |
| Q2 2021 | $1,699,000 | +7.2% | 16,339 | -6.3% | 0.26% | -14.1% |
| Q4 2020 | $1,585,000 | +7.3% | 17,437 | -12.5% | 0.31% | -20.1% |
| Q2 2020 | $1,477,000 | – | 19,939 | – | 0.38% | – |
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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% |