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 | $6,358,346 | -2.8% | 125,659 | +0.6% | 1.18% | +3.4% |
| Q2 2023 | $6,543,737 | +11.2% | 124,952 | +2.7% | 1.15% | +13.5% |
| Q1 2023 | $5,885,082 | +4.9% | 121,668 | -2.1% | 1.01% | +5.5% |
| Q4 2022 | $5,610,998 | +6.9% | 124,275 | +0.3% | 0.96% | -2.4% |
| Q3 2022 | $5,247,000 | -6.2% | 123,893 | -1.1% | 0.98% | -4.4% |
| Q2 2022 | $5,594,000 | -24.8% | 125,249 | -9.3% | 1.03% | -22.9% |
| Q1 2022 | $7,439,000 | -6.6% | 138,151 | +97.5% | 1.33% | -11.0% |
| Q4 2021 | $7,962,000 | +9.3% | 69,953 | -0.1% | 1.50% | -0.8% |
| Q3 2021 | $7,284,000 | -0.2% | 70,016 | -0.2% | 1.51% | -2.6% |
| Q2 2021 | $7,296,000 | +7.0% | 70,171 | -1.2% | 1.55% | -4.3% |
| Q1 2021 | $6,820,000 | +5.1% | 71,018 | -0.5% | 1.62% | -3.9% |
| Q4 2020 | $6,490,000 | -11.8% | 71,359 | -21.8% | 1.68% | -18.1% |
| Q3 2020 | $7,358,000 | -7.0% | 91,258 | -14.5% | 2.06% | -6.4% |
| Q2 2020 | $7,911,000 | +11.9% | 106,764 | -7.5% | 2.20% | -6.3% |
| Q1 2020 | $7,067,000 | -40.0% | 115,377 | -24.8% | 2.34% | -7.9% |
| Q4 2019 | $11,784,000 | +21.7% | 153,420 | +12.4% | 2.55% | +16.9% |
| Q3 2019 | $9,679,000 | +4.0% | 136,463 | +2.9% | 2.18% | +3.6% |
| Q2 2019 | $9,307,000 | +6.8% | 132,592 | +2.9% | 2.10% | +3.1% |
| Q1 2019 | $8,711,000 | +33.2% | 128,843 | +17.6% | 2.04% | +16.4% |
| Q4 2018 | $6,538,000 | +3.1% | 109,515 | +20.1% | 1.75% | +12.4% |
| Q3 2018 | $6,343,000 | +19.5% | 91,188 | +11.7% | 1.56% | +24.6% |
| Q2 2018 | $5,308,000 | +27.4% | 81,673 | +23.6% | 1.25% | +18.2% |
| Q1 2018 | $4,168,000 | +110.6% | 66,073 | +112.9% | 1.06% | +84.0% |
| Q4 2017 | $1,979,000 | +7.7% | 31,030 | +1.4% | 0.58% | -3.0% |
| Q3 2017 | $1,837,000 | +24.6% | 30,592 | +19.9% | 0.59% | +9.2% |
| Q2 2017 | $1,474,000 | +42.1% | 25,515 | +38.4% | 0.54% | +31.5% |
| Q1 2017 | $1,037,000 | +185.7% | 18,435 | +170.5% | 0.41% | +103.4% |
| Q4 2016 | $363,000 | – | 6,816 | – | 0.20% | – |
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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% |