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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,026,220 | +36.5% | 19,596 | +26.1% | 0.16% | +28.1% |
| Q1 2023 | $751,855 | +7.7% | 15,544 | +0.5% | 0.12% | +4.3% |
| Q4 2022 | $698,007 | +12.0% | 15,460 | +5.1% | 0.12% | +6.4% |
| Q3 2022 | $623,000 | -18.5% | 14,715 | +3.7% | 0.11% | 0.0% |
| Q1 2022 | $764,000 | +2.3% | 14,192 | +116.1% | 0.11% | +7.9% |
| Q4 2021 | $747,000 | +14.4% | 6,566 | +4.7% | 0.10% | +6.3% |
| Q3 2021 | $653,000 | -8.0% | 6,274 | -8.2% | 0.10% | -6.9% |
| Q2 2021 | $710,000 | +9.1% | 6,831 | +0.8% | 0.10% | 0.0% |
| Q1 2021 | $651,000 | +7.1% | 6,780 | +1.5% | 0.10% | -8.9% |
| Q4 2020 | $608,000 | +12.8% | 6,681 | -0.1% | 0.11% | -5.9% |
| Q3 2020 | $539,000 | +14.9% | 6,689 | +5.7% | 0.12% | +10.2% |
| Q2 2020 | $469,000 | +20.6% | 6,327 | -0.5% | 0.11% | +0.9% |
| Q1 2020 | $389,000 | -19.8% | 6,357 | +0.6% | 0.11% | +1.9% |
| Q4 2019 | $485,000 | +8.0% | 6,317 | -0.3% | 0.10% | 0.0% |
| Q3 2019 | $449,000 | +0.9% | 6,336 | 0.0% | 0.10% | +26.5% |
| Q2 2019 | $445,000 | -3.9% | 6,336 | -7.4% | 0.08% | +5.1% |
| Q1 2019 | $463,000 | +3.1% | 6,845 | -9.0% | 0.08% | -8.1% |
| Q4 2018 | $449,000 | -14.3% | 7,521 | -0.2% | 0.09% | +1.2% |
| Q3 2018 | $524,000 | +4.6% | 7,538 | -2.2% | 0.08% | -4.5% |
| Q2 2018 | $501,000 | +85.6% | 7,709 | +80.1% | 0.09% | +67.9% |
| Q1 2018 | $270,000 | -10.0% | 4,280 | -8.9% | 0.05% | +6.0% |
| Q4 2017 | $300,000 | +48.5% | 4,698 | +39.7% | 0.05% | +38.9% |
| Q3 2017 | $202,000 | -1.0% | 3,362 | -5.0% | 0.04% | -2.7% |
| Q2 2017 | $204,000 | +16.6% | 3,538 | +13.7% | 0.04% | +19.4% |
| Q1 2017 | $175,000 | +0.6% | 3,112 | -4.7% | 0.03% | -24.4% |
| Q4 2016 | $174,000 | -3.9% | 3,267 | -7.1% | 0.04% | -16.3% |
| Q3 2016 | $181,000 | -29.0% | 3,515 | -31.5% | 0.05% | -31.9% |
| Q2 2016 | $255,000 | -0.8% | 5,130 | -2.6% | 0.07% | -21.7% |
| Q1 2016 | $257,000 | +9.4% | 5,267 | +8.8% | 0.09% | -2.1% |
| Q4 2015 | $235,000 | -13.6% | 4,842 | -18.4% | 0.09% | -18.3% |
| Q3 2015 | $272,000 | -6.8% | 5,934 | +0.1% | 0.12% | +9.5% |
| Q2 2015 | $292,000 | +1.0% | 5,930 | +1.6% | 0.10% | -6.2% |
| Q1 2015 | $289,000 | +389.8% | 5,838 | +382.9% | 0.11% | +330.8% |
| Q4 2014 | $59,000 | +3.5% | 1,209 | +0.3% | 0.03% | -7.1% |
| Q3 2014 | $57,000 | +42.5% | 1,205 | +40.4% | 0.03% | +47.4% |
| Q2 2014 | $40,000 | – | 858 | – | 0.02% | – |
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% |