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 | $14,863,177 | -4.9% | 293,739 | -1.6% | 0.49% | -1.8% |
| Q2 2023 | $15,635,965 | +3.5% | 298,567 | -4.4% | 0.50% | -2.4% |
| Q1 2023 | $15,109,902 | +10.0% | 312,382 | +2.7% | 0.51% | +0.8% |
| Q4 2022 | $13,731,688 | -52.6% | 304,135 | -53.1% | 0.50% | -14.6% |
| Q2 2022 | $28,984,000 | +88.9% | 649,006 | +127.8% | 0.59% | +11.3% |
| Q1 2022 | $15,344,000 | -6.2% | 284,948 | +98.3% | 0.53% | +2.9% |
| Q4 2021 | $16,358,000 | +24.4% | 143,715 | -10.1% | 0.51% | -19.3% |
| Q3 2021 | $13,149,000 | -11.6% | 159,794 | +11.7% | 0.64% | +6.3% |
| Q2 2021 | $14,875,000 | +3.9% | 143,073 | -4.1% | 0.60% | -28.6% |
| Q1 2021 | $14,321,000 | +4.0% | 149,132 | -1.5% | 0.84% | +1.1% |
| Q4 2020 | $13,766,000 | +15.0% | 151,363 | +1.9% | 0.83% | -16.8% |
| Q3 2020 | $11,974,000 | +7.8% | 148,503 | -0.9% | 1.00% | 0.0% |
| Q2 2020 | $11,104,000 | +16.5% | 149,848 | -3.7% | 1.00% | -4.3% |
| Q1 2020 | $9,533,000 | -24.8% | 155,656 | -5.7% | 1.04% | +0.2% |
| Q4 2019 | $12,685,000 | -18.3% | 165,148 | -24.5% | 1.04% | -20.4% |
| Q3 2019 | $15,520,000 | +4.8% | 218,804 | +3.7% | 1.31% | +6.1% |
| Q2 2019 | $14,807,000 | +13.3% | 210,961 | +9.1% | 1.23% | +7.8% |
| Q1 2019 | $13,069,000 | +47.0% | 193,305 | +29.8% | 1.14% | +32.4% |
| Q4 2018 | $8,888,000 | -6.6% | 148,875 | +8.8% | 0.86% | +0.1% |
| Q3 2018 | $9,515,000 | +23.2% | 136,792 | +15.1% | 0.86% | +10.5% |
| Q2 2018 | $7,721,000 | +37.3% | 118,805 | +33.3% | 0.78% | +28.5% |
| Q1 2018 | $5,623,000 | +80.7% | 89,137 | +82.8% | 0.61% | +79.6% |
| Q4 2017 | $3,111,000 | +21.0% | 48,774 | +13.9% | 0.34% | +13.0% |
| Q3 2017 | $2,571,000 | +25.1% | 42,813 | +20.4% | 0.30% | +12.8% |
| Q2 2017 | $2,055,000 | +135.9% | 35,564 | +129.8% | 0.26% | +120.8% |
| Q1 2017 | $871,000 | +30.2% | 15,473 | +23.1% | 0.12% | +10.1% |
| Q4 2016 | $669,000 | +56.3% | 12,569 | +51.4% | 0.11% | +43.4% |
| Q3 2016 | $428,000 | – | 8,301 | – | 0.08% | – |
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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% |