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 | $451,402 | +0.4% | 8,921 | +3.9% | 0.27% | +3.1% |
| Q2 2023 | $449,753 | +3.8% | 8,588 | -4.1% | 0.26% | -6.8% |
| Q1 2023 | $433,161 | +7.1% | 8,955 | +0.0% | 0.28% | -3.1% |
| Q4 2022 | $404,279 | +5.8% | 8,954 | -0.8% | 0.29% | +3.2% |
| Q3 2022 | $382,000 | -11.8% | 9,027 | -6.8% | 0.28% | -7.0% |
| Q2 2022 | $433,000 | +29.6% | 9,689 | +56.1% | 0.30% | +67.8% |
| Q1 2022 | $334,000 | -13.0% | 6,208 | +84.0% | 0.18% | +3.4% |
| Q4 2021 | $384,000 | +8.2% | 3,374 | +0.0% | 0.17% | -1.7% |
| Q3 2021 | $355,000 | +1.1% | 3,373 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $351,000 | +1.4% | 3,373 | -6.3% | 0.17% | -9.9% |
| Q1 2021 | $346,000 | +0.6% | 3,601 | -4.8% | 0.19% | -4.0% |
| Q4 2020 | $344,000 | +2.4% | 3,781 | -9.3% | 0.20% | -16.3% |
| Q3 2020 | $336,000 | +8.7% | 4,168 | +0.1% | 0.24% | -7.0% |
| Q2 2020 | $309,000 | +5.8% | 4,165 | -12.5% | 0.26% | -25.1% |
| Q1 2020 | $292,000 | -13.4% | 4,761 | +0.2% | 0.34% | -3.1% |
| Q3 2019 | $337,000 | +1.2% | 4,753 | +0.0% | 0.35% | +14.2% |
| Q2 2019 | $333,000 | -2.3% | 4,751 | -5.7% | 0.31% | -12.7% |
| Q1 2019 | $341,000 | – | 5,037 | – | 0.36% | – |
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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% |