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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $328,248 | +5.5% | 5,820 | -5.4% | 0.13% | -2.2% |
| Q3 2023 | $311,190 | -16.6% | 6,150 | -13.6% | 0.14% | -15.0% |
| Q2 2023 | $372,979 | -8.1% | 7,122 | -15.2% | 0.16% | -14.4% |
| Q1 2023 | $406,066 | -0.1% | 8,395 | -6.8% | 0.19% | -5.1% |
| Q4 2022 | $406,485 | -64.4% | 9,003 | -66.6% | 0.20% | -67.2% |
| Q3 2022 | $1,141,000 | -6.3% | 26,953 | -1.2% | 0.60% | -2.6% |
| Q2 2022 | $1,218,000 | -12.4% | 27,279 | +5.7% | 0.62% | +1.0% |
| Q1 2022 | $1,390,000 | -10.3% | 25,807 | +89.6% | 0.61% | -7.4% |
| Q4 2021 | $1,549,000 | +3.8% | 13,608 | -5.2% | 0.66% | +2.0% |
| Q3 2021 | $1,493,000 | -1.5% | 14,354 | -1.6% | 0.65% | +1.3% |
| Q2 2021 | $1,516,000 | +18.3% | 14,585 | +9.4% | 0.64% | +7.6% |
| Q1 2021 | $1,281,000 | +12.2% | 13,337 | +6.2% | 0.59% | +0.3% |
| Q4 2020 | $1,142,000 | +8.3% | 12,554 | -4.0% | 0.59% | -2.3% |
| Q3 2020 | $1,054,000 | +38.5% | 13,075 | +27.3% | 0.60% | +22.0% |
| Q2 2020 | $761,000 | +235.2% | 10,270 | +176.9% | 0.50% | +136.2% |
| Q1 2020 | $227,000 | -20.9% | 3,709 | -0.6% | 0.21% | -7.1% |
| Q4 2019 | $287,000 | – | 3,731 | – | 0.23% | – |
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% |