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 | $430,924 | -3.4% | 8,516 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $445,998 | +26.2% | 8,516 | +16.5% | 0.03% | +21.4% |
| Q1 2023 | $353,453 | +26.8% | 7,307 | +18.3% | 0.03% | +21.7% |
| Q4 2022 | $278,814 | +25.6% | 6,175 | +17.6% | 0.02% | +15.0% |
| Q3 2022 | $222,000 | +9.4% | 5,253 | +15.6% | 0.02% | +11.1% |
| Q2 2022 | $203,000 | -20.7% | 4,546 | -4.2% | 0.02% | -5.3% |
| Q1 2022 | $256,000 | -6.6% | 4,746 | +97.0% | 0.02% | -5.0% |
| Q4 2021 | $274,000 | +3.8% | 2,409 | -4.9% | 0.02% | -4.8% |
| Q3 2021 | $264,000 | 0.0% | 2,534 | -0.1% | 0.02% | +5.0% |
| Q2 2021 | $264,000 | +8.2% | 2,536 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $244,000 | -23.5% | 2,536 | -27.8% | 0.02% | -25.9% |
| Q4 2020 | $319,000 | +9.6% | 3,511 | -2.9% | 0.03% | -3.6% |
| Q3 2020 | $291,000 | +5.1% | 3,615 | -3.3% | 0.03% | -6.7% |
| Q2 2020 | $277,000 | +12.6% | 3,740 | -7.0% | 0.03% | -6.2% |
| Q1 2020 | $246,000 | -24.3% | 4,022 | -4.9% | 0.03% | -3.0% |
| Q4 2019 | $325,000 | -1.5% | 4,230 | -9.1% | 0.03% | -8.3% |
| Q3 2019 | $330,000 | -14.1% | 4,655 | -14.8% | 0.04% | -14.3% |
| Q2 2019 | $384,000 | -0.5% | 5,465 | -4.2% | 0.04% | 0.0% |
| Q1 2019 | $386,000 | +19.9% | 5,705 | +5.8% | 0.04% | +5.0% |
| Q4 2018 | $322,000 | -19.9% | 5,391 | -6.6% | 0.04% | -4.8% |
| Q3 2018 | $402,000 | -5.2% | 5,774 | -11.5% | 0.04% | -12.5% |
| Q2 2018 | $424,000 | -5.1% | 6,527 | -7.8% | 0.05% | -7.7% |
| Q1 2018 | $447,000 | -49.2% | 7,079 | -48.7% | 0.05% | -46.9% |
| Q4 2017 | $880,000 | -21.1% | 13,790 | -25.8% | 0.10% | -25.8% |
| Q3 2017 | $1,116,000 | -33.4% | 18,588 | -35.9% | 0.13% | -35.3% |
| Q2 2017 | $1,676,000 | -6.7% | 29,017 | -9.2% | 0.20% | -10.1% |
| Q1 2017 | $1,797,000 | +13.7% | 31,941 | +7.6% | 0.23% | +8.1% |
| Q4 2016 | $1,581,000 | +7.6% | 29,683 | +4.2% | 0.21% | +6.1% |
| Q3 2016 | $1,470,000 | +3.9% | 28,473 | +0.1% | 0.20% | +2.6% |
| Q2 2016 | $1,415,000 | +15.9% | 28,432 | +13.7% | 0.19% | +15.6% |
| Q1 2016 | $1,221,000 | +11.1% | 25,003 | +10.5% | 0.17% | +7.7% |
| Q4 2015 | $1,099,000 | +10.9% | 22,620 | +4.4% | 0.16% | +6.9% |
| Q3 2015 | $991,000 | -2.5% | 21,662 | +5.1% | 0.14% | +7.4% |
| Q2 2015 | $1,016,000 | +21.0% | 20,605 | +20.3% | 0.14% | +21.6% |
| Q4 2014 | $840,000 | +8.1% | 17,135 | +3.6% | 0.11% | +2.8% |
| Q3 2014 | $777,000 | +29.5% | 16,545 | +29.1% | 0.11% | +31.7% |
| Q2 2014 | $600,000 | +29.0% | 12,819 | +23.2% | 0.08% | +24.2% |
| Q1 2014 | $465,000 | +90.6% | 10,403 | +88.3% | 0.07% | +78.4% |
| Q4 2013 | $244,000 | – | 5,525 | – | 0.04% | – |
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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% |