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 | $4,117,383 | +363.5% | 81,371 | +379.7% | 0.06% | +357.1% |
| Q2 2023 | $888,363 | +6.2% | 16,963 | -1.9% | 0.01% | 0.0% |
| Q1 2023 | $836,133 | +21.2% | 17,286 | +13.1% | 0.01% | +7.7% |
| Q4 2022 | $689,811 | +8.8% | 15,278 | +2.1% | 0.01% | -23.5% |
| Q3 2022 | $634,000 | +30.7% | 14,966 | +37.9% | 0.02% | +54.5% |
| Q2 2022 | $485,000 | -31.8% | 10,852 | -17.8% | 0.01% | -21.4% |
| Q1 2022 | $711,000 | -19.2% | 13,206 | +70.8% | 0.01% | -22.2% |
| Q4 2021 | $880,000 | -16.3% | 7,730 | -23.5% | 0.02% | -10.0% |
| Q3 2021 | $1,052,000 | +28.1% | 10,108 | +28.0% | 0.02% | +5.3% |
| Q2 2021 | $821,000 | +26.3% | 7,896 | +16.6% | 0.02% | +5.6% |
| Q1 2021 | $650,000 | +32.7% | 6,771 | +25.7% | 0.02% | +12.5% |
| Q4 2020 | $490,000 | -30.1% | 5,387 | -38.0% | 0.02% | -38.5% |
| Q3 2020 | $701,000 | +4.3% | 8,692 | -4.1% | 0.03% | -10.3% |
| Q2 2020 | $672,000 | +4.2% | 9,065 | -13.9% | 0.03% | -17.1% |
| Q1 2020 | $645,000 | -23.2% | 10,525 | -3.4% | 0.04% | -2.8% |
| Q4 2019 | $840,000 | +67.7% | 10,900 | +54.0% | 0.04% | +63.6% |
| Q3 2019 | $501,000 | +20.4% | 7,076 | +19.5% | 0.02% | +22.2% |
| Q2 2019 | $416,000 | +11.8% | 5,923 | +7.8% | 0.02% | -5.3% |
| Q1 2019 | $372,000 | +16.2% | 5,492 | +2.7% | 0.02% | 0.0% |
| Q4 2018 | $320,000 | -8.6% | 5,346 | +6.5% | 0.02% | +11.8% |
| Q3 2018 | $350,000 | +64.3% | 5,021 | +51.1% | 0.02% | +41.7% |
| Q2 2018 | $213,000 | +3.4% | 3,324 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $206,000 | -8.4% | 3,324 | -26.3% | 0.01% | -29.4% |
| Q2 2016 | $225,000 | -2.2% | 4,512 | -3.8% | 0.02% | -10.5% |
| Q1 2016 | $230,000 | +0.9% | 4,692 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $228,000 | – | 4,692 | – | 0.02% | – |
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% |