SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $27,000 | -59.1% | 608 | -50.0% | 0.01% | -14.3% |
| Q1 2022 | $66,000 | +88.6% | 1,216 | +300.0% | 0.01% | -6.7% |
| Q4 2021 | $35,000 | +6.1% | 304 | -4.7% | 0.02% | -6.2% |
| Q3 2021 | $33,000 | 0.0% | 319 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $33,000 | +6.5% | 319 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $31,000 | +6.9% | 319 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $29,000 | -6.5% | 319 | -15.8% | 0.02% | -17.4% |
| Q3 2020 | $31,000 | +10.7% | 379 | -1.0% | 0.02% | +4.5% |
| Q2 2020 | $28,000 | +21.7% | 383 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $23,000 | -20.7% | 383 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $29,000 | – | 383 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |