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 | $280,830 | -6.7% | 5,550 | -3.5% | 0.11% | -7.6% |
| Q2 2023 | $301,128 | +8.9% | 5,750 | +0.6% | 0.12% | +3.5% |
| Q1 2023 | $276,435 | -44.4% | 5,715 | -48.1% | 0.11% | -49.1% |
| Q4 2022 | $497,327 | -23.8% | 11,015 | -28.5% | 0.22% | -31.1% |
| Q3 2022 | $653,000 | -55.3% | 15,415 | -52.8% | 0.32% | -48.6% |
| Q2 2022 | $1,460,000 | +310.1% | 32,689 | +395.0% | 0.63% | +364.7% |
| Q1 2022 | $356,000 | -35.6% | 6,604 | +36.0% | 0.14% | -37.6% |
| Q4 2021 | $553,000 | +9.1% | 4,856 | -0.5% | 0.22% | 0.0% |
| Q3 2021 | $507,000 | -23.8% | 4,878 | -23.8% | 0.22% | -23.2% |
| Q2 2021 | $665,000 | -34.0% | 6,398 | -39.0% | 0.28% | -42.3% |
| Q1 2021 | $1,008,000 | -8.6% | 10,497 | -13.4% | 0.49% | -19.7% |
| Q4 2020 | $1,103,000 | – | 12,125 | – | 0.61% | – |
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% |