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 | $10 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | +10.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | +11.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9 | -99.9% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 202 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $11,000 | 0.0% | 202 | +100.0% | 0.00% | +33.3% |
| Q4 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $11,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $6,000 | -25.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 101 | -26.3% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 137 | -63.4% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 374 | +181.2% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | 0.0% | 133 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $7,000 | +16.7% | 133 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 133 | +269.4% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |