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 | $990,625 | -8.8% | 19,578 | -5.6% | 0.06% | -6.2% |
| Q2 2023 | $1,085,909 | -1.3% | 20,735 | -8.8% | 0.06% | -7.1% |
| Q1 2023 | $1,099,678 | +14.1% | 22,735 | +6.5% | 0.07% | -2.8% |
| Q4 2022 | $963,473 | +10.2% | 21,339 | +3.4% | 0.07% | 0.0% |
| Q3 2022 | $874,000 | +7.0% | 20,639 | +12.8% | 0.07% | +24.1% |
| Q2 2022 | $817,000 | -10.7% | 18,302 | +7.7% | 0.06% | -22.7% |
| Q1 2022 | $915,000 | +77.3% | 16,986 | +274.6% | 0.08% | +66.7% |
| Q4 2021 | $516,000 | -34.4% | 4,535 | -40.0% | 0.04% | -41.6% |
| Q3 2021 | $787,000 | +0.4% | 7,564 | +0.3% | 0.08% | -14.4% |
| Q2 2021 | $784,000 | +28.5% | 7,543 | +18.8% | 0.09% | -4.3% |
| Q1 2021 | $610,000 | +22.2% | 6,348 | +15.4% | 0.09% | +2.2% |
| Q4 2020 | $499,000 | – | 5,501 | – | 0.09% | – |
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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% |