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 2022 | $66,597,000 | +63.3% | 1,491,207 | +90.9% | 4.84% | +851.8% |
| Q1 2022 | $40,773,000 | -9.3% | 781,244 | +97.9% | 0.51% | -82.9% |
| Q4 2021 | $44,930,000 | +8.5% | 394,745 | -0.9% | 2.96% | +3.6% |
| Q3 2021 | $41,426,000 | +4.4% | 398,216 | +4.4% | 2.86% | +3.0% |
| Q2 2021 | $39,672,000 | +7.1% | 381,575 | -1.1% | 2.78% | -2.3% |
| Q1 2021 | $37,053,000 | +17.7% | 385,852 | +11.5% | 2.84% | +10.4% |
| Q4 2020 | $31,474,000 | +6.8% | 346,053 | -5.4% | 2.58% | -4.7% |
| Q3 2020 | $29,481,000 | +5.2% | 365,630 | -3.4% | 2.70% | +5.0% |
| Q2 2020 | $28,033,000 | +115.4% | 378,314 | +78.0% | 2.57% | +21.2% |
| Q1 2020 | $13,017,000 | +85.1% | 212,520 | +132.2% | 2.12% | +88.5% |
| Q4 2019 | $7,031,000 | +87.0% | 91,543 | +72.7% | 1.13% | +103.1% |
| Q3 2019 | $3,760,000 | +208.2% | 53,009 | +204.9% | 0.56% | +208.3% |
| Q2 2019 | $1,220,000 | +64.4% | 17,383 | +58.4% | 0.18% | +78.2% |
| Q1 2019 | $742,000 | +23.7% | 10,972 | +9.1% | 0.10% | +11.0% |
| Q4 2018 | $600,000 | +145.9% | 10,055 | +187.1% | 0.09% | +295.7% |
| Q3 2018 | $244,000 | -85.2% | 3,502 | -89.4% | 0.02% | -91.3% |
| Q2 2016 | $1,651,000 | +10.1% | 33,181 | +8.1% | 0.26% | +109.5% |
| Q1 2016 | $1,499,000 | +2.3% | 30,685 | +1.7% | 0.13% | -46.4% |
| Q4 2015 | $1,465,000 | +1.8% | 30,163 | -4.1% | 0.24% | +3.5% |
| Q3 2015 | $1,439,000 | -7.6% | 31,444 | -0.4% | 0.23% | -5.4% |
| Q2 2015 | $1,557,000 | -1.1% | 31,566 | -0.6% | 0.24% | -5.1% |
| Q1 2015 | $1,574,000 | -0.6% | 31,756 | -1.6% | 0.25% | -15.1% |
| Q4 2014 | $1,583,000 | – | 32,282 | – | 0.30% | – |
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% |