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 | $400,440 | -22.8% | 7,100 | -30.7% | 0.18% | -32.3% |
| Q3 2023 | $518,450 | -14.7% | 10,246 | -11.7% | 0.26% | -17.2% |
| Q2 2023 | $607,492 | +3258.2% | 11,600 | +3001.6% | 0.31% | +2754.5% |
| Q1 2023 | $18,090 | +13.1% | 374 | +1.1% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -62.8% | 370 | -61.5% | 0.01% | -59.3% |
| Q2 2022 | $43,000 | -24.6% | 960 | -9.1% | 0.03% | -15.6% |
| Q1 2022 | $57,000 | +2750.0% | 1,056 | +6111.8% | 0.03% | +1500.0% |
| Q4 2020 | $2,000 | – | 17 | – | 0.00% | – |
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% |