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 | $7,465,495 | +0.5% | 147,539 | +4.0% | 0.05% | -9.6% |
| Q2 2023 | $7,426,537 | +5.5% | 141,809 | -2.5% | 0.05% | 0.0% |
| Q1 2023 | $7,038,498 | +4.0% | 145,514 | -2.9% | 0.05% | -5.5% |
| Q4 2022 | $6,768,551 | +4.8% | 149,913 | -1.7% | 0.06% | -31.2% |
| Q3 2022 | $6,458,000 | +1.3% | 152,493 | +6.8% | 0.08% | -2.4% |
| Q2 2022 | $6,373,000 | -24.9% | 142,720 | -9.5% | 0.08% | -20.4% |
| Q1 2022 | $8,489,000 | -2.9% | 157,642 | +105.3% | 0.10% | -3.7% |
| Q4 2021 | $8,741,000 | +27.8% | 76,795 | +16.8% | 0.11% | +15.1% |
| Q3 2021 | $6,839,000 | +13.0% | 65,738 | +13.0% | 0.09% | +9.4% |
| Q2 2021 | $6,051,000 | +90.5% | 58,200 | +76.0% | 0.08% | +26.9% |
| Q1 2021 | $3,176,000 | +25.5% | 33,076 | +18.9% | 0.07% | +13.6% |
| Q4 2020 | $2,530,000 | +37.6% | 27,821 | +22.0% | 0.06% | +22.9% |
| Q3 2020 | $1,838,000 | +6.9% | 22,802 | -1.7% | 0.05% | +4.3% |
| Q2 2020 | $1,720,000 | +14.8% | 23,206 | -5.1% | 0.05% | -6.1% |
| Q1 2020 | $1,498,000 | -14.5% | 24,453 | +7.3% | 0.05% | +4.3% |
| Q4 2019 | $1,753,000 | +27.6% | 22,785 | +17.7% | 0.05% | +14.6% |
| Q3 2019 | $1,374,000 | +5.9% | 19,358 | +4.6% | 0.04% | +2.5% |
| Q2 2019 | $1,298,000 | +7.7% | 18,504 | +3.8% | 0.04% | +2.6% |
| Q1 2019 | $1,205,000 | +13.3% | 17,821 | 0.0% | 0.04% | -4.9% |
| Q4 2018 | $1,064,000 | -17.0% | 17,821 | -3.3% | 0.04% | -8.9% |
| Q3 2018 | $1,282,000 | +10.6% | 18,429 | +3.4% | 0.04% | -22.4% |
| Q2 2018 | $1,159,000 | +1.0% | 17,821 | -2.1% | 0.06% | +13.7% |
| Q1 2018 | $1,148,000 | -17.4% | 18,196 | -16.4% | 0.05% | -12.1% |
| Q4 2017 | $1,389,000 | +6.1% | 21,771 | -0.2% | 0.06% | -3.3% |
| Q3 2017 | $1,309,000 | +4.0% | 21,805 | +0.1% | 0.06% | +1.7% |
| Q2 2017 | $1,259,000 | +2.8% | 21,788 | +0.1% | 0.06% | +1.7% |
| Q1 2017 | $1,225,000 | +230.2% | 21,772 | +212.7% | 0.06% | +205.3% |
| Q4 2016 | $371,000 | +4.2% | 6,962 | +0.9% | 0.02% | +35.7% |
| Q3 2016 | $356,000 | +71.2% | 6,902 | +65.2% | 0.01% | +16.7% |
| Q2 2016 | $208,000 | -13.7% | 4,178 | -15.0% | 0.01% | -20.0% |
| Q1 2016 | $241,000 | – | 4,918 | – | 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% |