SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,123 | -3.3% | 10,832 | +0.1% | 0.13% | -5.9% |
| Q2 2023 | $566,743 | -5.5% | 10,822 | -12.7% | 0.14% | -16.1% |
| Q1 2023 | $599,510 | +24.9% | 12,394 | +16.6% | 0.16% | +16.7% |
| Q4 2022 | $480,001 | +6.4% | 10,631 | -0.3% | 0.14% | -4.2% |
| Q3 2022 | $451,000 | -20.9% | 10,660 | -16.4% | 0.14% | -17.2% |
| Q2 2022 | $570,000 | -1.2% | 12,757 | +19.2% | 0.17% | +13.0% |
| Q1 2022 | $577,000 | +256.2% | 10,700 | +650.4% | 0.15% | +285.0% |
| Q4 2021 | $162,000 | +9.5% | 1,426 | 0.0% | 0.04% | -9.1% |
| Q3 2021 | $148,000 | 0.0% | 1,426 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $148,000 | +8.0% | 1,426 | 0.0% | 0.04% | +4.9% |
| Q1 2021 | $137,000 | +5.4% | 1,426 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $130,000 | +13.0% | 1,426 | 0.0% | 0.04% | +2.5% |
| Q3 2020 | $115,000 | +8.5% | 1,426 | 0.0% | 0.04% | +14.3% |
| Q2 2020 | $106,000 | +21.8% | 1,426 | 0.0% | 0.04% | +6.1% |
| Q1 2020 | $87,000 | -20.9% | 1,426 | 0.0% | 0.03% | +3.1% |
| Q4 2019 | $110,000 | +8.9% | 1,426 | 0.0% | 0.03% | -3.0% |
| Q3 2019 | $101,000 | +1.0% | 1,426 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $100,000 | +2.0% | 1,426 | -1.7% | 0.03% | -3.0% |
| Q1 2019 | $98,000 | +15.3% | 1,450 | +1.7% | 0.03% | +10.0% |
| Q4 2018 | $85,000 | -14.1% | 1,426 | 0.0% | 0.03% | -11.8% |
| Q3 2018 | $99,000 | +6.5% | 1,426 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $93,000 | +3.3% | 1,426 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $90,000 | -1.1% | 1,426 | 0.0% | 0.03% | +3.0% |
| Q4 2017 | $91,000 | +5.8% | 1,426 | 0.0% | 0.03% | -2.9% |
| Q3 2017 | $86,000 | +4.9% | 1,426 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $82,000 | +2.5% | 1,426 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $80,000 | +5.3% | 1,426 | 0.0% | 0.03% | +3.0% |
| Q4 2016 | $76,000 | +2.7% | 1,426 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $74,000 | +4.2% | 1,426 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $71,000 | +1.4% | 1,426 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $70,000 | +1.4% | 1,426 | 0.0% | 0.04% | +2.9% |
| Q4 2015 | $69,000 | +6.2% | 1,426 | 0.0% | 0.03% | -8.1% |
| Q3 2015 | $65,000 | – | 1,426 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |