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 | $163,540 | +1.3% | 3,232 | +4.8% | 0.11% | -1.8% |
| Q2 2023 | $161,457 | +4.5% | 3,083 | -3.4% | 0.11% | +8.7% |
| Q1 2023 | $154,446 | +11.9% | 3,193 | +4.4% | 0.10% | -3.7% |
| Q4 2022 | $138,024 | -12.6% | 3,057 | -17.9% | 0.11% | -17.7% |
| Q3 2022 | $158,000 | -1.2% | 3,722 | +4.1% | 0.13% | -22.2% |
| Q2 2022 | $160,000 | -22.7% | 3,577 | -7.1% | 0.17% | +7.1% |
| Q1 2022 | $207,000 | -5.0% | 3,850 | +101.0% | 0.16% | -3.1% |
| Q4 2021 | $218,000 | +14.7% | 1,915 | +4.9% | 0.16% | +15.0% |
| Q3 2021 | $190,000 | -3.6% | 1,826 | -3.7% | 0.14% | -36.9% |
| Q2 2021 | $197,000 | +10.7% | 1,896 | +7.8% | 0.22% | +41.4% |
| Q1 2021 | $178,000 | +31.9% | 1,759 | +18.9% | 0.16% | +18.0% |
| Q4 2020 | $135,000 | – | 1,480 | – | 0.13% | – |
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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% |