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 | $1,924,630 | -5.1% | 38,036 | -1.8% | 1.53% | +0.2% |
| Q2 2023 | $2,028,228 | +5.6% | 38,729 | -2.5% | 1.52% | -1.7% |
| Q1 2023 | $1,921,524 | -25.6% | 39,726 | -30.5% | 1.55% | -38.3% |
| Q4 2022 | $2,582,079 | +5.2% | 57,189 | -1.4% | 2.51% | -6.3% |
| Q3 2022 | $2,455,000 | -4.3% | 57,973 | +0.9% | 2.68% | +6.3% |
| Q2 2022 | $2,566,000 | -12.9% | 57,461 | +5.1% | 2.52% | +7.9% |
| Q1 2022 | $2,945,000 | +7.3% | 54,697 | +126.9% | 2.34% | +18.9% |
| Q4 2021 | $2,744,000 | +34.7% | 24,111 | +23.1% | 1.97% | +21.0% |
| Q3 2021 | $2,037,000 | -0.9% | 19,583 | -1.0% | 1.63% | +3.4% |
| Q2 2021 | $2,056,000 | +17.4% | 19,776 | +8.5% | 1.57% | +3.2% |
| Q1 2021 | $1,751,000 | +31.6% | 18,230 | +24.5% | 1.52% | +25.2% |
| Q4 2020 | $1,331,000 | +19.8% | 14,640 | +6.2% | 1.22% | +25.7% |
| Q3 2020 | $1,111,000 | – | 13,782 | – | 0.97% | – |
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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% |