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 | $8,622,199 | -4.2% | 170,500 | -0.8% | 1.53% | -0.8% |
| Q2 2023 | $9,002,826 | +7.8% | 171,908 | -0.4% | 1.54% | +1.6% |
| Q1 2023 | $8,350,284 | -41.2% | 172,634 | -48.5% | 1.52% | -53.4% |
| Q3 2022 | $14,193,000 | +2.2% | 335,145 | +7.7% | 3.26% | +15.6% |
| Q2 2022 | $13,891,000 | +43.3% | 311,041 | +72.8% | 2.82% | +53.9% |
| Q1 2022 | $9,693,000 | -14.1% | 179,994 | +81.6% | 1.83% | +30.8% |
| Q4 2021 | $11,284,000 | -14.9% | 99,137 | -22.2% | 1.40% | -47.4% |
| Q3 2021 | $13,262,000 | -8.0% | 127,482 | -8.0% | 2.66% | -7.8% |
| Q2 2021 | $14,409,000 | +2.4% | 138,585 | -5.5% | 2.89% | -6.6% |
| Q1 2021 | $14,076,000 | +1.1% | 146,575 | -4.3% | 3.09% | -7.9% |
| Q4 2020 | $13,928,000 | +4.3% | 153,144 | -3.1% | 3.36% | +0.2% |
| Q3 2020 | $13,360,000 | +10.2% | 158,029 | -3.4% | 3.35% | +4.3% |
| Q2 2020 | $12,122,000 | +11.1% | 163,586 | -8.1% | 3.21% | -4.4% |
| Q1 2020 | $10,908,000 | -21.4% | 178,097 | -1.4% | 3.36% | -8.3% |
| Q4 2019 | $13,874,000 | +0.8% | 180,622 | -8.6% | 3.66% | -13.9% |
| Q3 2019 | $13,760,000 | -50.8% | 197,623 | -50.4% | 4.26% | -52.9% |
| Q2 2019 | $27,982,000 | +1.1% | 398,666 | -2.6% | 9.04% | -1.2% |
| Q1 2019 | $27,665,000 | +5.0% | 409,185 | -1.1% | 9.14% | -1.8% |
| Q4 2018 | $26,356,000 | -12.7% | 413,818 | -4.7% | 9.31% | -7.2% |
| Q3 2018 | $30,207,000 | +6.3% | 434,260 | -0.7% | 10.04% | -4.4% |
| Q2 2018 | $28,427,000 | -3.8% | 437,401 | -6.6% | 10.49% | -8.4% |
| Q1 2018 | $29,541,000 | +19.4% | 468,306 | +20.7% | 11.45% | +7.0% |
| Q4 2017 | $24,739,000 | – | 387,886 | – | 10.70% | – |
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% |