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 | $14,322,669 | -6.0% | 283,057 | -2.7% | 0.21% | -4.9% |
| Q2 2023 | $15,229,055 | -4.7% | 290,797 | -12.0% | 0.22% | -11.1% |
| Q1 2023 | $15,987,768 | +3.0% | 330,531 | -3.8% | 0.25% | -3.4% |
| Q4 2022 | $15,517,836 | +4.3% | 343,695 | -2.1% | 0.26% | -6.5% |
| Q3 2022 | $14,873,000 | -11.0% | 351,200 | -6.2% | 0.28% | -12.5% |
| Q2 2022 | $16,717,000 | -16.4% | 374,315 | +0.8% | 0.32% | -5.3% |
| Q1 2022 | $19,998,000 | -8.3% | 371,367 | +93.9% | 0.34% | -4.0% |
| Q4 2021 | $21,801,000 | +8.7% | 191,542 | -0.7% | 0.35% | -9.1% |
| Q3 2021 | $20,059,000 | -12.7% | 192,816 | -12.7% | 0.39% | -15.4% |
| Q2 2021 | $22,964,000 | +104.0% | 220,867 | +88.4% | 0.46% | +81.0% |
| Q1 2021 | $11,256,000 | +1.9% | 117,213 | -3.5% | 0.25% | -8.7% |
| Q4 2020 | $11,050,000 | +32.7% | 121,501 | +17.6% | 0.28% | +14.5% |
| Q3 2020 | $8,327,000 | +6.6% | 103,274 | -2.0% | 0.24% | -1.6% |
| Q2 2020 | $7,809,000 | +7.5% | 105,382 | -11.2% | 0.24% | -17.5% |
| Q1 2020 | $7,267,000 | -30.4% | 118,646 | -12.8% | 0.30% | -12.4% |
| Q4 2019 | $10,447,000 | +22.9% | 136,017 | +13.5% | 0.34% | -10.6% |
| Q3 2019 | $8,501,000 | +9.2% | 119,847 | +8.0% | 0.38% | +7.7% |
| Q2 2019 | $7,786,000 | – | 110,926 | – | 0.35% | – |
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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% |