Affinity Capital Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
Affinity Capital Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$230,000
-2.1%
2,527
-13.2%
0.09%
-30.1%
Q3 2020$235,000
+6.3%
2,911
-2.2%
0.13%
-7.6%
Q2 2020$221,000
+8.9%
2,978
+0.2%
0.14%
-2.7%
Q1 2020$203,000
-47.5%
2,973
-41.0%
0.15%
-42.0%
Q4 2019$387,0005,0380.26%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 7,951,404$336,742,00046.13%
Adams Wealth Management 2,747,171$116,343,00043.55%
Campbell Wealth Management 4,365,922$184,897,00026.72%
Kolinsky Wealth Management, LLC 451,001$19,100,00023.93%
HBK Sorce Advisory LLC 8,223,597$348,269,00023.31%
Koss-Olinger Consulting, LLC 3,093,644$131,016,00022.28%
MONEYWISE, INC. 641,901$27,185,00022.18%
Northwest Quadrant Wealth Management, LLC 1,440,697$61,014,00020.01%
APPLETON GROUP, LLC 161,743$6,850,00019.56%
BlueSky Wealth Advisors, LLC 1,989,326$84,248,00019.55%
View complete list of SCHWAB STRATEGIC TR shareholders