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 | $52,471 | -6.2% | 1,036,972 | -3.0% | 0.24% | -3.9% |
| Q2 2023 | $55,958 | +10.7% | 1,068,511 | +2.3% | 0.26% | +2.8% |
| Q1 2023 | $50,534 | +8.4% | 1,044,743 | +1.2% | 0.25% | +2.5% |
| Q4 2022 | $46,612 | -99.9% | 1,032,376 | -0.2% | 0.24% | -2.0% |
| Q3 2022 | $43,816,000 | -3.5% | 1,034,622 | +1.7% | 0.25% | +0.8% |
| Q2 2022 | $45,413,000 | -40.9% | 1,016,863 | -28.7% | 0.24% | -30.6% |
| Q1 2022 | $76,786,000 | -3.5% | 1,425,924 | +104.1% | 0.35% | -0.8% |
| Q4 2021 | $79,537,000 | +11.6% | 698,800 | +2.0% | 0.36% | +1.1% |
| Q3 2021 | $71,272,000 | +4.7% | 685,106 | +4.6% | 0.35% | +8.0% |
| Q2 2021 | $68,089,000 | +9.1% | 654,894 | +0.7% | 0.33% | -3.8% |
| Q1 2021 | $62,435,000 | +13.2% | 650,161 | +7.2% | 0.34% | +5.0% |
| Q4 2020 | $55,176,000 | +20.2% | 606,661 | +6.6% | 0.32% | +4.2% |
| Q3 2020 | $45,899,000 | -14.6% | 569,249 | -21.5% | 0.31% | -23.3% |
| Q2 2020 | $53,765,000 | +58.1% | 725,571 | +30.7% | 0.40% | +23.9% |
| Q1 2020 | $34,011,000 | -14.4% | 555,288 | +7.4% | 0.33% | +6.2% |
| Q4 2019 | $39,712,000 | -7.5% | 517,017 | -14.6% | 0.31% | -18.6% |
| Q3 2019 | $42,933,000 | +19.9% | 605,285 | +18.7% | 0.38% | +14.6% |
| Q2 2019 | $35,795,000 | -3.6% | 509,979 | -7.2% | 0.33% | -7.3% |
| Q1 2019 | $37,139,000 | -2.6% | 549,306 | -14.0% | 0.36% | -15.9% |
| Q4 2018 | $38,145,000 | -9.1% | 638,948 | +5.9% | 0.42% | +5.2% |
| Q3 2018 | $41,961,000 | +13.4% | 603,236 | +5.9% | 0.40% | +2.6% |
| Q2 2018 | $37,016,000 | +60.1% | 569,561 | +55.4% | 0.39% | +49.8% |
| Q1 2018 | $23,127,000 | +39.9% | 366,623 | +41.4% | 0.26% | +34.5% |
| Q4 2017 | $16,532,000 | +62.6% | 259,205 | +53.1% | 0.19% | +41.6% |
| Q3 2017 | $10,166,000 | +98.9% | 169,327 | +91.4% | 0.14% | +82.7% |
| Q2 2017 | $5,112,000 | +9.5% | 88,483 | +6.6% | 0.08% | -6.2% |
| Q1 2017 | $4,669,000 | +4.1% | 82,967 | -1.5% | 0.08% | -4.8% |
| Q4 2016 | $4,486,000 | -2.9% | 84,233 | -5.9% | 0.08% | -2.3% |
| Q3 2016 | $4,620,000 | +6.3% | 89,492 | +2.5% | 0.09% | -6.5% |
| Q2 2016 | $4,347,000 | +26.6% | 87,332 | +24.2% | 0.09% | +17.9% |
| Q1 2016 | $3,435,000 | -5.2% | 70,329 | -5.7% | 0.08% | -9.3% |
| Q4 2015 | $3,622,000 | +7.6% | 74,580 | +1.4% | 0.09% | -11.3% |
| Q3 2015 | $3,367,000 | -3.3% | 73,582 | +4.2% | 0.10% | +1.0% |
| Q2 2015 | $3,481,000 | -37.7% | 70,595 | -37.3% | 0.10% | -39.6% |
| Q1 2015 | $5,584,000 | +6.1% | 112,650 | +4.9% | 0.16% | -2.5% |
| Q4 2014 | $5,265,000 | +90.3% | 107,340 | +82.3% | 0.16% | +98.8% |
| Q3 2014 | $2,767,000 | +7.0% | 58,893 | +6.6% | 0.08% | -8.9% |
| Q2 2014 | $2,587,000 | -13.5% | 55,233 | -17.4% | 0.09% | -20.4% |
| Q1 2014 | $2,990,000 | +53.1% | 66,866 | +50.9% | 0.11% | +41.2% |
| Q4 2013 | $1,953,000 | +11.2% | 44,315 | +1.4% | 0.08% | +3.9% |
| Q3 2013 | $1,757,000 | +14.7% | 43,704 | +8.9% | 0.08% | -1.3% |
| Q2 2013 | $1,532,000 | – | 40,115 | – | 0.08% | – |
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% |