SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,526 | -6.0% | 366,118 | -2.7% | 0.28% | -0.7% |
| Q2 2023 | $19,712 | +5.1% | 376,394 | -2.9% | 0.28% | +0.7% |
| Q1 2023 | $18,756 | +3.5% | 387,763 | -3.4% | 0.28% | +9.0% |
| Q4 2022 | $18,121 | -99.9% | 401,342 | -5.7% | 0.26% | -19.8% |
| Q3 2022 | $18,016,000 | -10.2% | 425,412 | -5.3% | 0.32% | -7.8% |
| Q2 2022 | $20,056,000 | -20.2% | 449,079 | -3.7% | 0.34% | -8.0% |
| Q1 2022 | $25,122,000 | -8.1% | 466,526 | +94.2% | 0.38% | -21.9% |
| Q4 2021 | $27,349,000 | +2.1% | 240,279 | -6.7% | 0.48% | -6.4% |
| Q3 2021 | $26,779,000 | -4.0% | 257,413 | -4.1% | 0.51% | -7.6% |
| Q2 2021 | $27,904,000 | +3.8% | 268,387 | -4.1% | 0.56% | -1.8% |
| Q1 2021 | $26,883,000 | +3.0% | 279,942 | -2.5% | 0.56% | -6.1% |
| Q4 2020 | $26,105,000 | +11.8% | 287,024 | -0.9% | 0.60% | -1.0% |
| Q3 2020 | $23,345,000 | +8.0% | 289,538 | -0.7% | 0.61% | -2.9% |
| Q2 2020 | $21,612,000 | +26.6% | 291,656 | +4.6% | 0.63% | +12.8% |
| Q1 2020 | $17,071,000 | +57.9% | 278,709 | +98.1% | 0.56% | +103.3% |
| Q4 2019 | $10,808,000 | +7.1% | 140,706 | -1.1% | 0.27% | -15.0% |
| Q3 2019 | $10,091,000 | -2.8% | 142,269 | -3.9% | 0.32% | -2.4% |
| Q2 2019 | $10,387,000 | -4.3% | 147,991 | -7.8% | 0.33% | -27.7% |
| Q1 2019 | $10,856,000 | +5.2% | 160,575 | -7.1% | 0.46% | -9.0% |
| Q4 2018 | $10,322,000 | +15.5% | 172,904 | +34.5% | 0.50% | +12.1% |
| Q3 2018 | $8,939,000 | +4.7% | 128,509 | -2.1% | 0.45% | +0.2% |
| Q2 2018 | $8,534,000 | +1.9% | 131,308 | -1.1% | 0.44% | -2.4% |
| Q1 2018 | $8,376,000 | -3.1% | 132,785 | -2.0% | 0.46% | -15.7% |
| Q4 2017 | $8,643,000 | +26.6% | 135,520 | +19.2% | 0.54% | +16.1% |
| Q3 2017 | $6,827,000 | +3.8% | 113,706 | -0.1% | 0.47% | -0.6% |
| Q2 2017 | $6,579,000 | +16.9% | 113,876 | +13.8% | 0.47% | -11.7% |
| Q1 2017 | $5,630,000 | +1670.4% | 100,057 | +1575.7% | 0.53% | +1461.8% |
| Q4 2016 | $318,000 | +12.4% | 5,971 | +8.9% | 0.03% | +9.7% |
| Q3 2016 | $283,000 | +3.7% | 5,483 | 0.0% | 0.03% | +3.3% |
| Q2 2016 | $273,000 | -33.3% | 5,483 | -34.9% | 0.03% | -18.9% |
| Q4 2015 | $409,000 | -46.0% | 8,423 | -49.1% | 0.04% | -58.0% |
| Q3 2015 | $758,000 | +1.6% | 16,558 | +9.5% | 0.09% | +11.4% |
| Q2 2015 | $746,000 | +554.4% | 15,120 | +558.2% | 0.08% | +507.7% |
| Q1 2015 | $114,000 | -67.1% | 2,297 | -67.4% | 0.01% | -63.9% |
| Q4 2014 | $346,000 | +18.1% | 7,055 | +13.3% | 0.04% | +9.1% |
| Q3 2014 | $293,000 | +474.5% | 6,227 | +467.6% | 0.03% | +371.4% |
| Q2 2014 | $51,000 | +131.8% | 1,097 | +125.7% | 0.01% | +133.3% |
| Q1 2014 | $22,000 | +29.4% | 486 | +24.6% | 0.00% | +50.0% |
| Q4 2013 | $17,000 | – | 390 | – | 0.00% | – |
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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% |