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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,618,970 | +7.9% | 35,858 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $1,500,000 | +2.0% | 35,421 | +7.5% | 0.01% | 0.0% |
| Q2 2022 | $1,471,000 | +19.4% | 32,937 | +43.9% | 0.01% | +33.3% |
| Q1 2022 | $1,232,000 | -26.7% | 22,882 | +53.4% | 0.01% | -25.0% |
| Q4 2021 | $1,680,000 | +19.6% | 14,919 | +10.4% | 0.01% | +14.3% |
| Q3 2021 | $1,405,000 | +5.0% | 13,508 | +5.0% | 0.01% | 0.0% |
| Q2 2021 | $1,338,000 | +5.2% | 12,866 | -2.9% | 0.01% | 0.0% |
| Q1 2021 | $1,272,000 | +18.9% | 13,247 | +12.6% | 0.01% | 0.0% |
| Q4 2020 | $1,070,000 | +55.5% | 11,763 | +37.8% | 0.01% | +40.0% |
| Q3 2020 | $688,000 | +25.8% | 8,537 | +15.6% | 0.01% | 0.0% |
| Q2 2020 | $547,000 | +22.1% | 7,384 | -14.6% | 0.01% | +25.0% |
| Q1 2020 | $448,000 | -22.5% | 8,642 | +14.9% | 0.00% | -20.0% |
| Q4 2019 | $578,000 | +17.0% | 7,522 | +7.8% | 0.01% | 0.0% |
| Q3 2019 | $494,000 | +13.3% | 6,976 | +12.2% | 0.01% | +25.0% |
| Q2 2019 | $436,000 | -7.2% | 6,217 | -10.5% | 0.00% | -20.0% |
| Q1 2019 | $470,000 | +35.4% | 6,948 | +19.5% | 0.01% | 0.0% |
| Q4 2018 | $347,000 | -27.3% | 5,813 | -15.2% | 0.01% | -16.7% |
| Q3 2018 | $477,000 | -32.9% | 6,851 | -37.4% | 0.01% | -40.0% |
| Q2 2018 | $711,000 | -36.2% | 10,940 | -38.0% | 0.01% | -41.2% |
| Q1 2018 | $1,114,000 | -84.6% | 17,657 | -84.4% | 0.02% | -86.2% |
| Q4 2017 | $7,221,000 | +716.9% | 113,221 | +669.3% | 0.12% | +623.5% |
| Q3 2017 | $884,000 | -15.6% | 14,717 | -18.8% | 0.02% | -26.1% |
| Q2 2017 | $1,047,000 | +234.5% | 18,123 | +225.5% | 0.02% | +187.5% |
| Q1 2017 | $313,000 | +2.6% | 5,567 | -2.9% | 0.01% | -11.1% |
| Q4 2016 | $305,000 | +4.5% | 5,732 | +0.5% | 0.01% | -10.0% |
| Q3 2016 | $292,000 | 0.0% | 5,705 | -2.9% | 0.01% | -9.1% |
| Q2 2016 | $292,000 | +9.0% | 5,873 | +7.2% | 0.01% | -8.3% |
| Q1 2016 | $268,000 | +0.4% | 5,480 | -0.2% | 0.01% | -20.0% |
| Q4 2015 | $267,000 | -23.7% | 5,491 | -28.1% | 0.02% | -34.8% |
| Q3 2015 | $350,000 | +26.4% | 7,641 | +36.1% | 0.02% | +21.1% |
| Q2 2015 | $277,000 | – | 5,614 | – | 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% |