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 | $12,599,403 | -4.8% | 249,000 | -1.4% | 0.49% | -7.3% |
| Q2 2023 | $13,228,179 | +11.4% | 252,591 | +2.8% | 0.53% | +3.3% |
| Q1 2023 | $11,879,579 | +14.2% | 245,598 | +6.6% | 0.52% | +5.1% |
| Q4 2022 | $10,405,917 | -2.4% | 230,474 | -8.5% | 0.49% | -12.3% |
| Q3 2022 | $10,666,000 | -10.7% | 251,855 | -5.8% | 0.56% | -10.8% |
| Q2 2022 | $11,946,000 | -23.5% | 267,495 | -7.8% | 0.63% | -19.5% |
| Q1 2022 | $15,623,000 | +1.2% | 290,130 | +113.9% | 0.78% | +1.0% |
| Q4 2021 | $15,438,000 | +11.2% | 135,635 | +1.7% | 0.77% | -2.4% |
| Q3 2021 | $13,877,000 | +3.2% | 133,390 | +3.2% | 0.79% | -2.9% |
| Q2 2021 | $13,443,000 | +45.3% | 129,299 | +34.2% | 0.81% | +9.9% |
| Q1 2021 | $9,253,000 | -19.2% | 96,350 | -23.5% | 0.74% | -15.1% |
| Q4 2020 | $11,450,000 | +2.7% | 125,889 | -9.0% | 0.87% | -8.4% |
| Q3 2020 | $11,150,000 | +7.3% | 138,286 | -1.4% | 0.95% | -1.7% |
| Q2 2020 | $10,391,000 | +18.9% | 140,226 | -1.7% | 0.97% | +1.5% |
| Q1 2020 | $8,739,000 | -22.0% | 142,677 | -2.1% | 0.96% | -22.4% |
| Q4 2019 | $11,198,000 | +3.0% | 145,787 | -4.8% | 1.23% | -6.5% |
| Q3 2019 | $10,867,000 | +4.1% | 153,205 | +3.0% | 1.32% | -3.2% |
| Q2 2019 | $10,443,000 | +9.6% | 148,776 | +5.5% | 1.36% | -1.9% |
| Q1 2019 | $9,530,000 | +11.4% | 140,958 | -1.7% | 1.39% | -4.7% |
| Q4 2018 | $8,558,000 | -21.8% | 143,358 | -8.8% | 1.45% | -25.0% |
| Q3 2018 | $10,938,000 | +7.2% | 157,247 | +0.2% | 1.94% | +1.5% |
| Q2 2018 | $10,201,000 | +7.1% | 156,963 | +3.9% | 1.91% | +1.4% |
| Q1 2018 | $9,526,000 | -0.5% | 151,020 | +0.6% | 1.88% | -8.3% |
| Q4 2017 | $9,576,000 | +5.2% | 150,138 | -0.9% | 2.05% | -2.2% |
| Q3 2017 | $9,100,000 | +3.1% | 151,570 | -0.8% | 2.10% | -2.2% |
| Q2 2017 | $8,825,000 | -8.5% | 152,756 | -10.9% | 2.15% | -10.6% |
| Q1 2017 | $9,642,000 | -7.3% | 171,349 | -12.3% | 2.40% | -5.9% |
| Q4 2016 | $10,400,000 | -2.5% | 195,272 | -5.5% | 2.55% | -8.4% |
| Q3 2016 | $10,668,000 | -28.9% | 206,658 | -31.5% | 2.79% | -29.3% |
| Q2 2016 | $15,011,000 | -56.7% | 301,610 | -57.5% | 3.94% | -53.0% |
| Q1 2016 | $34,658,000 | +1.1% | 709,618 | +0.5% | 8.38% | +0.5% |
| Q4 2015 | $34,294,000 | +9.2% | 706,081 | +2.9% | 8.34% | +12.5% |
| Q3 2015 | $31,411,000 | -5.0% | 686,421 | +2.4% | 7.42% | -3.5% |
| Q2 2015 | $33,053,000 | -0.6% | 670,317 | -0.1% | 7.68% | -3.7% |
| Q1 2015 | $33,253,000 | +3.7% | 670,836 | +2.6% | 7.98% | +1.8% |
| Q4 2014 | $32,064,000 | +3.9% | 653,703 | -0.5% | 7.83% | +4.9% |
| Q3 2014 | $30,870,000 | +5.1% | 656,956 | +4.8% | 7.47% | +2.6% |
| Q2 2014 | $29,366,000 | +8.2% | 627,071 | +3.3% | 7.28% | +1.8% |
| Q1 2014 | $27,149,000 | +4.8% | 607,216 | +3.3% | 7.15% | -2.4% |
| Q4 2013 | $25,902,000 | +21.3% | 587,614 | +10.6% | 7.32% | +9.6% |
| Q3 2013 | $21,358,000 | +11.8% | 531,150 | +6.2% | 6.68% | +4.9% |
| Q2 2013 | $19,097,000 | – | 500,046 | – | 6.37% | – |
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% |