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 | $6,612,741 | +2.2% | 130,687 | +5.8% | 1.69% | +4.8% |
| Q2 2023 | $6,467,553 | +8.2% | 123,497 | -0.0% | 1.61% | +1.6% |
| Q1 2023 | $5,975,946 | +15.0% | 123,547 | +7.4% | 1.59% | +7.2% |
| Q4 2022 | $5,194,745 | +9.9% | 115,055 | +3.1% | 1.48% | +2.8% |
| Q3 2022 | $4,725,000 | -1.6% | 111,574 | +3.8% | 1.44% | +3.1% |
| Q2 2022 | $4,801,000 | +0.9% | 107,494 | +21.7% | 1.40% | +10.6% |
| Q1 2022 | $4,757,000 | -3.5% | 88,333 | +103.8% | 1.26% | -1.2% |
| Q4 2021 | $4,932,000 | +9.8% | 43,333 | +0.4% | 1.28% | +0.8% |
| Q3 2021 | $4,491,000 | +25.1% | 43,167 | +25.0% | 1.27% | +4.4% |
| Q2 2021 | $3,590,000 | +23.8% | 34,526 | +14.3% | 1.22% | +12.6% |
| Q1 2021 | $2,900,000 | -4.4% | 30,197 | -9.5% | 1.08% | -9.0% |
| Q4 2020 | $3,034,000 | +22.1% | 33,357 | +8.3% | 1.19% | +5.4% |
| Q3 2020 | $2,484,000 | +4.2% | 30,811 | -4.3% | 1.13% | +1.2% |
| Q2 2020 | $2,385,000 | +44.7% | 32,180 | +19.6% | 1.11% | +20.6% |
| Q1 2020 | $1,648,000 | -24.8% | 26,898 | -5.7% | 0.92% | -9.8% |
| Q4 2019 | $2,191,000 | +8.1% | 28,520 | -0.2% | 1.02% | -5.5% |
| Q3 2019 | $2,027,000 | -27.7% | 28,575 | -28.4% | 1.08% | -27.8% |
| Q2 2019 | $2,803,000 | +5.9% | 39,929 | +1.9% | 1.50% | +1.8% |
| Q1 2019 | $2,648,000 | +619.6% | 39,169 | +535.1% | 1.47% | +534.5% |
| Q4 2018 | $368,000 | -19.3% | 6,167 | -5.8% | 0.23% | -11.1% |
| Q3 2018 | $456,000 | +1.3% | 6,550 | -5.4% | 0.26% | -4.4% |
| Q2 2018 | $450,000 | -1.5% | 6,924 | -4.5% | 0.27% | -4.2% |
| Q1 2018 | $457,000 | -7.9% | 7,251 | -6.7% | 0.28% | -5.3% |
| Q4 2017 | $496,000 | +6.2% | 7,775 | -0.1% | 0.30% | -2.9% |
| Q3 2017 | $467,000 | +7.4% | 7,781 | +3.3% | 0.31% | +0.3% |
| Q2 2017 | $435,000 | +4.3% | 7,531 | +1.7% | 0.31% | +0.3% |
| Q1 2017 | $417,000 | +1.0% | 7,405 | -4.6% | 0.31% | -7.2% |
| Q4 2016 | $413,000 | +3.2% | 7,758 | +0.2% | 0.33% | +3.8% |
| Q3 2016 | $400,000 | +2.6% | 7,746 | -1.0% | 0.32% | -0.9% |
| Q2 2016 | $390,000 | +4.0% | 7,828 | +2.0% | 0.32% | +3.9% |
| Q1 2016 | $375,000 | +41.0% | 7,676 | +40.0% | 0.31% | +36.4% |
| Q4 2015 | $266,000 | +7.3% | 5,482 | +1.1% | 0.23% | -2.6% |
| Q3 2015 | $248,000 | -99.9% | 5,425 | -0.5% | 0.23% | +3.1% |
| Q2 2015 | $268,937,000 | +0.9% | 5,454 | +1.5% | 0.23% | -2.6% |
| Q1 2015 | $266,488,000 | +113299.1% | 5,376 | +12.1% | 0.23% | +14.8% |
| Q4 2014 | $235,000 | – | 4,796 | – | 0.20% | – |
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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% |