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 | $460,435 | +128.3% | 9,099 | +136.2% | 0.04% | +138.9% |
| Q2 2023 | $201,721 | -22.2% | 3,852 | -28.1% | 0.02% | -25.0% |
| Q1 2023 | $259,245 | +0.2% | 5,360 | -6.5% | 0.02% | -7.7% |
| Q4 2022 | $258,772 | +6.5% | 5,731 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $243,000 | -25.0% | 5,731 | -21.1% | 0.03% | -20.6% |
| Q2 2022 | $324,000 | -23.4% | 7,263 | -7.6% | 0.03% | -5.6% |
| Q1 2022 | $423,000 | -6.2% | 7,863 | +98.5% | 0.04% | -5.3% |
| Q4 2021 | $451,000 | +10.8% | 3,961 | +1.3% | 0.04% | -2.6% |
| Q3 2021 | $407,000 | -4.0% | 3,912 | -4.1% | 0.04% | +18.2% |
| Q2 2021 | $424,000 | +7.1% | 4,080 | -1.1% | 0.03% | -17.5% |
| Q1 2021 | $396,000 | +33.8% | 4,125 | +26.7% | 0.04% | +17.6% |
| Q4 2020 | $296,000 | +8.0% | 3,256 | -4.1% | 0.03% | -15.0% |
| Q3 2020 | $274,000 | +8.7% | 3,396 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $252,000 | +18.9% | 3,396 | -1.7% | 0.04% | 0.0% |
| Q1 2020 | $212,000 | -34.6% | 3,456 | -18.1% | 0.04% | -17.6% |
| Q4 2019 | $324,000 | +8.0% | 4,219 | -0.4% | 0.05% | 0.0% |
| Q3 2019 | $300,000 | +13.6% | 4,234 | +12.7% | 0.05% | +10.9% |
| Q2 2019 | $264,000 | -1.5% | 3,756 | -5.3% | 0.05% | -2.1% |
| Q1 2019 | $268,000 | +9.4% | 3,965 | -3.5% | 0.05% | -6.0% |
| Q4 2018 | $245,000 | -18.6% | 4,110 | -4.9% | 0.05% | -12.3% |
| Q3 2018 | $301,000 | -1.6% | 4,321 | -8.3% | 0.06% | -8.1% |
| Q2 2018 | $306,000 | +2.7% | 4,714 | -0.2% | 0.06% | +3.3% |
| Q1 2018 | $298,000 | -1.7% | 4,722 | -0.7% | 0.06% | 0.0% |
| Q4 2017 | $303,000 | – | 4,753 | – | 0.06% | – |
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% |