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 | $3,702,243 | -4.0% | 73,167 | -0.7% | 0.38% | -4.0% |
| Q2 2023 | $3,858,456 | +5.9% | 73,677 | -2.2% | 0.40% | +1.0% |
| Q1 2023 | $3,644,441 | +4.3% | 75,345 | -2.6% | 0.39% | +1.3% |
| Q4 2022 | $3,492,968 | +6.8% | 77,364 | -0.0% | 0.39% | +1.6% |
| Q3 2022 | $3,270,000 | -3.8% | 77,400 | +1.7% | 0.38% | -3.0% |
| Q2 2022 | $3,398,000 | -53.0% | 76,089 | -43.4% | 0.39% | -45.0% |
| Q1 2022 | $7,237,000 | -23.1% | 134,386 | +62.6% | 0.72% | -21.7% |
| Q4 2021 | $9,409,000 | +6.3% | 82,667 | -2.8% | 0.91% | -6.9% |
| Q3 2021 | $8,850,000 | -1.2% | 85,076 | -1.3% | 0.98% | -1.3% |
| Q2 2021 | $8,959,000 | +8.1% | 86,170 | -0.2% | 1.00% | +3.5% |
| Q1 2021 | $8,291,000 | +1.1% | 86,342 | -4.2% | 0.96% | -7.5% |
| Q4 2020 | $8,197,000 | +7.6% | 90,124 | -4.6% | 1.04% | -1.1% |
| Q3 2020 | $7,620,000 | +9.7% | 94,512 | +0.8% | 1.05% | +6.2% |
| Q2 2020 | $6,946,000 | +12.1% | 93,735 | -7.3% | 0.99% | +6.6% |
| Q1 2020 | $6,196,000 | -90.4% | 101,164 | -87.9% | 0.93% | -88.2% |
| Q4 2019 | $64,315,000 | +8.8% | 837,325 | +0.4% | 7.87% | -1.7% |
| Q3 2019 | $59,140,000 | -2.3% | 833,782 | -0.4% | 8.01% | -2.5% |
| Q2 2019 | $60,516,000 | +5.9% | 837,360 | -0.9% | 8.21% | -0.6% |
| Q1 2019 | $57,141,000 | +5.5% | 845,158 | -6.8% | 8.26% | -5.7% |
| Q4 2018 | $54,155,000 | -31.7% | 907,126 | -25.7% | 8.76% | -28.2% |
| Q3 2018 | $79,309,000 | -0.2% | 1,220,146 | -0.2% | 12.20% | -5.3% |
| Q2 2018 | $79,480,000 | +2.3% | 1,222,962 | -0.7% | 12.88% | -2.2% |
| Q1 2018 | $77,692,000 | +1.2% | 1,231,638 | +2.3% | 13.17% | +3.4% |
| Q4 2017 | $76,764,000 | +68.4% | 1,203,579 | +58.5% | 12.74% | +43.0% |
| Q3 2017 | $45,578,000 | +8.7% | 759,167 | +4.6% | 8.91% | +2.4% |
| Q2 2017 | $41,936,000 | +7.6% | 725,918 | +4.8% | 8.70% | +10.2% |
| Q1 2017 | $38,963,000 | +13.0% | 692,426 | +6.9% | 7.89% | +7.3% |
| Q4 2016 | $34,491,000 | +4799.3% | 647,597 | +3411.3% | 7.35% | +2516.4% |
| Q2 2013 | $704,000 | – | 18,443 | – | 0.28% | – |
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% |