SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,823 | -4.8% | 8,455 | -1.5% | 0.00% | – |
| Q2 2023 | $449,335 | +8.3% | 8,580 | 0.0% | 0.00% | – |
| Q1 2023 | $415,015 | +7.1% | 8,580 | 0.0% | 0.00% | – |
| Q4 2022 | $387,387 | +6.4% | 8,580 | 0.0% | 0.00% | – |
| Q3 2022 | $364,000 | -5.0% | 8,580 | 0.0% | 0.00% | – |
| Q2 2022 | $383,000 | -17.1% | 8,580 | 0.0% | 0.00% | – |
| Q1 2022 | $462,000 | -5.3% | 8,580 | +100.0% | 0.00% | – |
| Q4 2021 | $488,000 | -99.7% | 4,290 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $186,599,000 | +41738.3% | 1,793,705 | +41711.3% | 0.07% | – |
| Q2 2021 | $446,000 | +8.3% | 4,290 | 0.0% | 0.00% | – |
| Q1 2021 | $412,000 | +3.0% | 4,290 | -2.5% | 0.00% | – |
| Q4 2020 | $400,000 | +12.7% | 4,400 | 0.0% | 0.00% | – |
| Q3 2020 | $355,000 | +2.9% | 4,400 | 0.0% | 0.00% | – |
| Q2 2020 | $345,000 | – | 4,400 | – | 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% |