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 | $285 | -2.7% | 5,637 | +0.9% | 0.02% | -3.8% |
| Q2 2023 | $293 | +2.4% | 5,588 | -5.6% | 0.03% | +13.0% |
| Q1 2023 | $286 | +7.5% | 5,917 | +0.5% | 0.02% | -8.0% |
| Q4 2022 | $266 | -99.8% | 5,888 | +134.1% | 0.02% | +150.0% |
| Q3 2022 | $107,000 | -33.1% | 2,515 | -30.0% | 0.01% | -37.5% |
| Q2 2022 | $160,000 | -56.9% | 3,592 | -47.8% | 0.02% | -44.8% |
| Q1 2022 | $371,000 | -44.8% | 6,884 | +16.5% | 0.03% | -43.1% |
| Q4 2021 | $672,000 | +4.3% | 5,908 | -4.6% | 0.05% | -5.6% |
| Q3 2021 | $644,000 | -2.3% | 6,194 | -2.3% | 0.05% | -1.8% |
| Q2 2021 | $659,000 | +56.9% | 6,342 | +45.0% | 0.06% | +34.1% |
| Q1 2021 | $420,000 | +300.0% | 4,374 | +278.0% | 0.04% | +272.7% |
| Q4 2020 | $105,000 | +26.5% | 1,157 | -9.0% | 0.01% | 0.0% |
| Q2 2018 | $83,000 | – | 1,271 | – | 0.01% | – |
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% |