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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $30,114,375 | +5.1% | 622,584 | -1.9% | 1.27% | -0.5% |
| Q4 2022 | $28,643,973 | +8.8% | 634,418 | +2.0% | 1.27% | -3.3% |
| Q3 2022 | $26,335,000 | -8.0% | 621,842 | -3.0% | 1.32% | -5.2% |
| Q2 2022 | $28,630,000 | -24.4% | 641,059 | -8.9% | 1.39% | -13.7% |
| Q1 2022 | $37,879,000 | -11.8% | 703,419 | +86.5% | 1.61% | -9.4% |
| Q4 2021 | $42,930,000 | -0.8% | 377,173 | -1.2% | 1.78% | -3.4% |
| Q3 2021 | $43,256,000 | +0.6% | 381,647 | -7.7% | 1.84% | -9.0% |
| Q2 2021 | $42,982,000 | +2.7% | 413,411 | -5.1% | 2.02% | -5.8% |
| Q1 2021 | $41,839,000 | -0.9% | 435,686 | -6.1% | 2.15% | -5.9% |
| Q4 2020 | $42,214,000 | +9.8% | 464,143 | -2.6% | 2.28% | -2.5% |
| Q3 2020 | $38,440,000 | +6.4% | 476,748 | -2.2% | 2.34% | +1.7% |
| Q2 2020 | $36,130,000 | +22.3% | 487,590 | +1.1% | 2.30% | +4.0% |
| Q1 2020 | $29,554,000 | +16.1% | 482,515 | +45.6% | 2.22% | +48.7% |
| Q4 2019 | $25,459,000 | +30.1% | 331,451 | +20.1% | 1.49% | +21.6% |
| Q3 2019 | $19,568,000 | +22.3% | 275,883 | +21.0% | 1.22% | +23.2% |
| Q2 2019 | $15,999,000 | +1.1% | 227,935 | -2.6% | 0.99% | -1.2% |
| Q1 2019 | $15,829,000 | +8.8% | 234,121 | -3.9% | 1.01% | -4.6% |
| Q4 2018 | $14,545,000 | -13.8% | 243,643 | +0.4% | 1.06% | -1.1% |
| Q3 2018 | $16,882,000 | +3.7% | 242,696 | -3.1% | 1.07% | -3.1% |
| Q2 2018 | $16,285,000 | +1.1% | 250,570 | -1.9% | 1.10% | +0.1% |
| Q1 2018 | $16,107,000 | -2.6% | 255,336 | -1.6% | 1.10% | -2.0% |
| Q4 2017 | $16,545,000 | +3.0% | 259,401 | -3.0% | 1.12% | -3.5% |
| Q3 2017 | $16,059,000 | +0.0% | 267,472 | -3.8% | 1.16% | -8.6% |
| Q2 2017 | $16,056,000 | -10.2% | 277,938 | -12.6% | 1.27% | -14.5% |
| Q1 2017 | $17,884,000 | +2.4% | 317,826 | -3.1% | 1.49% | -2.2% |
| Q4 2016 | $17,470,000 | +3.7% | 328,008 | +0.5% | 1.52% | -0.1% |
| Q3 2016 | $16,841,000 | +4.0% | 326,245 | +0.3% | 1.52% | -2.1% |
| Q2 2016 | $16,191,000 | +3.6% | 325,324 | +1.7% | 1.56% | +0.1% |
| Q1 2016 | $15,622,000 | +6.8% | 319,852 | +6.2% | 1.55% | +2.2% |
| Q4 2015 | $14,632,000 | +10.9% | 301,262 | +4.5% | 1.52% | +5.7% |
| Q3 2015 | $13,198,000 | -3.8% | 288,412 | +3.7% | 1.44% | +4.3% |
| Q2 2015 | $13,716,000 | +6.4% | 278,168 | +7.0% | 1.38% | +6.1% |
| Q1 2015 | $12,887,000 | +8.4% | 259,972 | +7.3% | 1.30% | +4.5% |
| Q4 2014 | $11,884,000 | +10.3% | 242,286 | +5.7% | 1.24% | +5.4% |
| Q3 2014 | $10,771,000 | +9.6% | 229,218 | +9.2% | 1.18% | +9.8% |
| Q2 2014 | $9,830,000 | +12.5% | 209,907 | +7.4% | 1.07% | +8.5% |
| Q1 2014 | $8,739,000 | +23.2% | 195,455 | +21.5% | 0.99% | +18.8% |
| Q4 2013 | $7,092,000 | +38.0% | 160,895 | +25.9% | 0.83% | +25.1% |
| Q3 2013 | $5,139,000 | +56.6% | 127,816 | +48.8% | 0.67% | +49.7% |
| Q2 2013 | $3,282,000 | – | 85,926 | – | 0.44% | – |
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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% |