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 2021 | $192,563,000 | +3.5% | 1,852,093 | -4.4% | 2.27% | +4.8% |
| Q1 2021 | $186,120,000 | +2.3% | 1,938,141 | -3.1% | 2.17% | -0.8% |
| Q4 2020 | $181,928,000 | +10.0% | 2,000,310 | -2.4% | 2.19% | -1.1% |
| Q3 2020 | $165,318,000 | +24.2% | 2,050,321 | +14.1% | 2.21% | +19.1% |
| Q2 2020 | $133,115,000 | +10.9% | 1,796,417 | -8.3% | 1.86% | -2.8% |
| Q1 2020 | $120,044,000 | -37.8% | 1,959,897 | -21.3% | 1.91% | -1.0% |
| Q4 2019 | $192,986,000 | +4.1% | 2,489,820 | -4.7% | 1.93% | -4.6% |
| Q3 2019 | $185,313,000 | -3.8% | 2,612,616 | -4.8% | 2.02% | -2.6% |
| Q2 2019 | $192,593,000 | +2.4% | 2,743,867 | -1.4% | 2.08% | +0.7% |
| Q1 2019 | $188,069,000 | +40.1% | 2,781,669 | +23.7% | 2.06% | +19.2% |
| Q4 2018 | $134,268,000 | -20.5% | 2,249,042 | -7.4% | 1.73% | +6.5% |
| Q3 2018 | $168,873,000 | -2.5% | 2,427,731 | -8.9% | 1.62% | -5.3% |
| Q2 2018 | $173,231,000 | -0.3% | 2,665,496 | -3.2% | 1.71% | -3.8% |
| Q1 2018 | $173,776,000 | +10.8% | 2,754,853 | +12.0% | 1.78% | +20.8% |
| Q4 2017 | $156,817,000 | -0.5% | 2,458,719 | -6.3% | 1.48% | +15.4% |
| Q3 2017 | $157,584,000 | +1.0% | 2,624,655 | -2.8% | 1.28% | -3.8% |
| Q2 2017 | $155,993,000 | +9.2% | 2,700,237 | +6.3% | 1.33% | +8.1% |
| Q1 2017 | $142,911,000 | +10.5% | 2,539,733 | +4.6% | 1.23% | +16.3% |
| Q4 2016 | $129,346,000 | +17.5% | 2,428,578 | +13.9% | 1.06% | +22.9% |
| Q3 2016 | $110,054,000 | +28.0% | 2,132,003 | +23.4% | 0.86% | +17.3% |
| Q2 2016 | $85,971,000 | +30.8% | 1,727,368 | +28.3% | 0.73% | +16.9% |
| Q1 2016 | $65,739,000 | +40.0% | 1,346,004 | +39.2% | 0.63% | +38.4% |
| Q4 2015 | $46,949,000 | +128.9% | 966,629 | +115.6% | 0.45% | +110.7% |
| Q3 2015 | $20,513,000 | +261.5% | 448,265 | +289.6% | 0.22% | +207.1% |
| Q2 2015 | $5,674,000 | +308.8% | 115,072 | +311.2% | 0.07% | +337.5% |
| Q1 2015 | $1,388,000 | – | 27,984 | – | 0.02% | – |
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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% |