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 | $3,074,878 | +3.6% | 60,768 | +7.2% | 0.23% | +6.4% |
| Q2 2023 | $2,967,922 | +9.1% | 56,672 | +0.8% | 0.22% | +3.3% |
| Q1 2023 | $2,720,755 | +12.3% | 56,249 | +4.8% | 0.21% | +6.0% |
| Q4 2022 | $2,422,764 | +5.6% | 53,660 | -1.0% | 0.20% | +1.5% |
| Q3 2022 | $2,295,000 | -3.1% | 54,186 | +2.1% | 0.20% | +1.6% |
| Q2 2022 | $2,369,000 | -15.9% | 53,046 | +1.5% | 0.19% | -4.5% |
| Q1 2022 | $2,816,000 | -5.0% | 52,284 | +100.8% | 0.20% | -2.4% |
| Q4 2021 | $2,964,000 | +7.0% | 26,042 | -2.2% | 0.21% | +1.0% |
| Q3 2021 | $2,771,000 | -1.9% | 26,636 | -2.0% | 0.20% | -3.3% |
| Q2 2021 | $2,825,000 | +4.1% | 27,169 | -3.9% | 0.21% | -3.6% |
| Q1 2021 | $2,714,000 | +5.2% | 28,265 | -0.4% | 0.22% | -0.9% |
| Q4 2020 | $2,581,000 | +86.2% | 28,377 | +65.0% | 0.22% | -17.8% |
| Q3 2020 | $1,386,000 | -37.9% | 17,194 | -43.0% | 0.27% | +13.9% |
| Q2 2020 | $2,233,000 | +18.4% | 30,139 | -2.1% | 0.24% | -1.2% |
| Q1 2020 | $1,886,000 | -22.1% | 30,792 | -2.3% | 0.24% | -5.5% |
| Q4 2019 | $2,421,000 | +9.3% | 31,521 | +0.9% | 0.25% | +0.8% |
| Q3 2019 | $2,216,000 | +0.5% | 31,236 | -0.6% | 0.25% | -2.7% |
| Q2 2019 | $2,205,000 | +7.0% | 31,419 | +3.1% | 0.26% | +2.8% |
| Q1 2019 | $2,060,000 | +19.0% | 30,463 | +5.1% | 0.25% | +4.6% |
| Q4 2018 | $1,731,000 | -5.9% | 28,993 | +9.6% | 0.24% | +5.2% |
| Q3 2018 | $1,840,000 | +7.4% | 26,446 | +0.3% | 0.23% | +0.9% |
| Q2 2018 | $1,713,000 | +6.3% | 26,357 | +3.2% | 0.23% | +3.7% |
| Q1 2018 | $1,612,000 | +5.8% | 25,547 | +6.9% | 0.22% | +5.3% |
| Q4 2017 | $1,524,000 | +6.6% | 23,892 | +0.4% | 0.21% | +2.5% |
| Q3 2017 | $1,429,000 | +17.6% | 23,807 | +13.2% | 0.20% | +9.1% |
| Q2 2017 | $1,215,000 | +6.9% | 21,040 | +4.1% | 0.19% | +2.8% |
| Q1 2017 | $1,137,000 | -17.3% | 20,203 | -21.7% | 0.18% | -17.7% |
| Q4 2016 | $1,375,000 | +13.7% | 25,812 | +10.2% | 0.22% | +10.0% |
| Q3 2016 | $1,209,000 | +7.9% | 23,421 | +4.0% | 0.20% | +4.7% |
| Q2 2016 | $1,121,000 | +6.7% | 22,521 | +4.7% | 0.19% | +2.7% |
| Q1 2016 | $1,051,000 | +2.9% | 21,510 | +2.3% | 0.19% | -1.1% |
| Q4 2015 | $1,021,000 | +33.1% | 21,017 | +25.3% | 0.19% | +26.2% |
| Q3 2015 | $767,000 | 0.0% | 16,768 | +7.8% | 0.15% | +4.9% |
| Q2 2015 | $767,000 | 0.0% | 15,558 | +0.5% | 0.14% | -1.4% |
| Q1 2015 | $767,000 | +12.8% | 15,483 | +11.7% | 0.14% | +11.6% |
| Q4 2014 | $680,000 | +23.2% | 13,865 | +18.1% | 0.13% | +20.6% |
| Q3 2014 | $552,000 | +6.4% | 11,737 | +5.9% | 0.11% | +5.9% |
| Q2 2014 | $519,000 | +15.1% | 11,081 | +9.9% | 0.10% | +11.0% |
| Q1 2014 | $451,000 | +79.0% | 10,087 | +76.2% | 0.09% | +68.5% |
| Q4 2013 | $252,000 | +13.0% | 5,725 | +3.1% | 0.05% | +5.9% |
| Q3 2013 | $223,000 | – | 5,555 | – | 0.05% | – |
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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% |