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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $981,000 | +11.9% | 9,434 | +3.3% | 0.04% | 0.0% |
| Q1 2021 | $877,000 | +5.5% | 9,134 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $831,000 | +85.5% | 9,134 | +64.4% | 0.04% | +63.6% |
| Q3 2020 | $448,000 | +8.7% | 5,557 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $412,000 | +0.7% | 5,557 | -16.7% | 0.02% | -14.8% |
| Q1 2020 | $409,000 | +1.2% | 6,673 | +26.9% | 0.03% | +28.6% |
| Q4 2019 | $404,000 | +7.7% | 5,260 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $375,000 | +1.9% | 5,292 | +1.0% | 0.02% | 0.0% |
| Q2 2019 | $368,000 | +1.9% | 5,242 | -1.7% | 0.02% | -4.5% |
| Q1 2019 | $361,000 | +79.6% | 5,335 | +29.9% | 0.02% | +15.8% |
| Q1 2016 | $201,000 | – | 4,107 | – | 0.02% | – |
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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% |