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 | $209 | +6.6% | 4,123 | +10.4% | 0.02% | +8.7% |
| Q2 2023 | $196 | +8.9% | 3,736 | +0.2% | 0.02% | +4.5% |
| Q1 2023 | $180 | -4.3% | 3,727 | -10.6% | 0.02% | -18.5% |
| Q4 2022 | $188 | -99.9% | 4,170 | +0.2% | 0.03% | +3.8% |
| Q3 2022 | $176,000 | -15.8% | 4,160 | -11.1% | 0.03% | -13.3% |
| Q2 2022 | $209,000 | -19.6% | 4,681 | -2.9% | 0.03% | -9.1% |
| Q1 2022 | $260,000 | -25.1% | 4,820 | +58.2% | 0.03% | -25.0% |
| Q4 2021 | $347,000 | +15.3% | 3,046 | +5.1% | 0.04% | +2.3% |
| Q3 2021 | $301,000 | 0.0% | 2,897 | +0.2% | 0.04% | -4.4% |
| Q2 2021 | $301,000 | -5.0% | 2,891 | -12.3% | 0.04% | -18.2% |
| Q1 2021 | $317,000 | -32.7% | 3,297 | -36.3% | 0.06% | -39.6% |
| Q4 2020 | $471,000 | – | 5,177 | – | 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% |