SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,280 | +7.1% | 16,428 | +10.8% | 0.02% | +10.0% |
| Q2 2023 | $776,298 | +82.7% | 14,823 | +68.8% | 0.02% | +66.7% |
| Q1 2023 | $424,790 | +10.8% | 8,782 | +3.4% | 0.01% | +9.1% |
| Q4 2022 | $383,353 | +2.5% | 8,491 | -3.9% | 0.01% | -15.4% |
| Q3 2022 | $374,000 | -15.2% | 8,840 | -10.4% | 0.01% | -13.3% |
| Q2 2022 | $441,000 | -10.4% | 9,865 | +8.0% | 0.02% | 0.0% |
| Q1 2022 | $492,000 | +1.7% | 9,135 | +114.6% | 0.02% | 0.0% |
| Q4 2021 | $484,000 | +7.8% | 4,257 | -1.4% | 0.02% | -6.2% |
| Q3 2021 | $449,000 | -10.4% | 4,318 | -10.3% | 0.02% | -20.0% |
| Q2 2021 | $501,000 | +42.3% | 4,815 | +31.5% | 0.02% | +25.0% |
| Q1 2021 | $352,000 | -1.4% | 3,661 | -6.7% | 0.02% | -5.9% |
| Q4 2020 | $357,000 | +13.0% | 3,924 | +0.0% | 0.02% | 0.0% |
| Q3 2020 | $316,000 | +9.0% | 3,923 | +0.1% | 0.02% | -5.6% |
| Q2 2020 | $290,000 | -1.7% | 3,920 | -18.7% | 0.02% | -28.0% |
| Q1 2020 | $295,000 | -3.3% | 4,819 | +21.5% | 0.02% | +8.7% |
| Q4 2019 | $305,000 | +30.3% | 3,965 | +20.4% | 0.02% | +21.1% |
| Q3 2019 | $234,000 | -8.9% | 3,294 | -9.9% | 0.02% | -13.6% |
| Q2 2019 | $257,000 | -67.8% | 3,655 | -69.0% | 0.02% | -67.6% |
| Q1 2019 | $798,000 | +13.2% | 11,809 | +0.0% | 0.07% | +3.0% |
| Q4 2018 | $705,000 | -12.4% | 11,808 | +2.0% | 0.07% | -19.5% |
| Q3 2018 | $805,000 | +25.4% | 11,576 | +17.2% | 0.08% | +13.9% |
| Q2 2018 | $642,000 | +3.4% | 9,880 | +0.3% | 0.07% | -1.4% |
| Q1 2018 | $621,000 | -1.3% | 9,850 | -0.1% | 0.07% | -3.9% |
| Q4 2017 | $629,000 | +6.2% | 9,863 | +0.0% | 0.08% | -3.8% |
| Q3 2017 | $592,000 | +3.7% | 9,862 | -0.2% | 0.08% | -4.8% |
| Q2 2017 | $571,000 | -6.9% | 9,886 | -9.2% | 0.08% | -8.8% |
| Q1 2017 | $613,000 | +5.5% | 10,891 | -0.1% | 0.09% | -7.1% |
| Q4 2016 | $581,000 | +1.0% | 10,901 | -2.1% | 0.10% | +16.7% |
| Q3 2016 | $575,000 | +6.3% | 11,131 | +2.5% | 0.08% | +6.3% |
| Q2 2016 | $541,000 | -41.1% | 10,864 | -42.2% | 0.08% | -49.4% |
| Q1 2016 | $918,000 | +73.9% | 18,796 | +72.8% | 0.16% | +52.9% |
| Q4 2015 | $528,000 | +10.2% | 10,877 | +3.9% | 0.10% | -6.4% |
| Q3 2015 | $479,000 | -7.0% | 10,466 | +0.2% | 0.11% | -2.7% |
| Q2 2015 | $515,000 | -13.0% | 10,446 | -12.5% | 0.11% | -22.2% |
| Q1 2015 | $592,000 | -3.7% | 11,934 | -4.8% | 0.14% | -5.9% |
| Q4 2014 | $615,000 | +9.8% | 12,536 | +5.2% | 0.15% | -15.9% |
| Q3 2014 | $560,000 | +14.5% | 11,920 | +14.1% | 0.18% | +7.1% |
| Q2 2014 | $489,000 | +40.5% | 10,447 | +34.3% | 0.17% | +21.4% |
| Q1 2014 | $348,000 | +7.4% | 7,778 | +5.8% | 0.14% | +18.6% |
| Q4 2013 | $324,000 | +66.2% | 7,350 | +51.6% | 0.12% | +42.2% |
| Q3 2013 | $195,000 | – | 4,847 | – | 0.08% | – |
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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% |