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 | $19,300,409 | -4.5% | 381,431 | -1.2% | 11.01% | +0.3% |
| Q2 2023 | $20,213,039 | +11.0% | 385,966 | +2.6% | 10.98% | +3.9% |
| Q1 2023 | $18,203,774 | +3.4% | 376,344 | -3.5% | 10.57% | +0.7% |
| Q4 2022 | $17,600,644 | +13.8% | 389,826 | +6.8% | 10.50% | +3.4% |
| Q3 2022 | $15,465,000 | -22.4% | 365,169 | -18.1% | 10.15% | -19.8% |
| Q2 2022 | $19,920,000 | -16.5% | 446,045 | +0.7% | 12.66% | -0.3% |
| Q1 2022 | $23,854,000 | -9.8% | 442,964 | +90.6% | 12.70% | -5.7% |
| Q4 2021 | $26,449,000 | +6.5% | 232,379 | -2.6% | 13.47% | -1.4% |
| Q3 2021 | $24,828,000 | -0.9% | 238,658 | -1.0% | 13.67% | +0.4% |
| Q2 2021 | $25,056,000 | +8.2% | 240,997 | -0.1% | 13.61% | +2.0% |
| Q1 2021 | $23,166,000 | +6.8% | 241,240 | +1.1% | 13.33% | -0.4% |
| Q4 2020 | $21,693,000 | +12.5% | 238,511 | -0.3% | 13.39% | +2.9% |
| Q3 2020 | $19,285,000 | +5.6% | 239,181 | -3.0% | 13.01% | -2.9% |
| Q2 2020 | $18,263,000 | +24.7% | 246,458 | +3.0% | 13.40% | +2.1% |
| Q1 2020 | $14,649,000 | +5.2% | 239,166 | +31.9% | 13.12% | +35.8% |
| Q4 2019 | $13,924,000 | +10.2% | 181,283 | +1.8% | 9.66% | +2.7% |
| Q3 2019 | $12,630,000 | +1.6% | 178,065 | +0.6% | 9.41% | +1.8% |
| Q2 2019 | $12,426,000 | +3.6% | 177,034 | -0.2% | 9.24% | -0.3% |
| Q1 2019 | $11,992,000 | +20.5% | 177,369 | +6.4% | 9.27% | +4.9% |
| Q4 2018 | $9,955,000 | -13.5% | 166,743 | +0.8% | 8.83% | +2.6% |
| Q3 2018 | $11,509,000 | +7.4% | 165,454 | +0.4% | 8.61% | +9.3% |
| Q2 2018 | $10,714,000 | -2.6% | 164,861 | -5.5% | 7.87% | -5.4% |
| Q1 2018 | $11,005,000 | -1.6% | 174,457 | -0.5% | 8.32% | +1.0% |
| Q4 2017 | $11,187,000 | +7.4% | 175,395 | +1.1% | 8.23% | +7.9% |
| Q3 2017 | $10,413,000 | +3.5% | 173,433 | -0.4% | 7.63% | +0.8% |
| Q2 2017 | $10,064,000 | +6.9% | 174,214 | +4.1% | 7.57% | +1.4% |
| Q1 2017 | $9,417,000 | +14.4% | 167,349 | +8.3% | 7.46% | +9.8% |
| Q4 2016 | $8,231,000 | +16.1% | 154,549 | +12.5% | 6.80% | +14.4% |
| Q3 2016 | $7,090,000 | -20.4% | 137,344 | -23.2% | 5.94% | +47.9% |
| Q2 2016 | $8,902,000 | +220.6% | 178,862 | +214.6% | 4.01% | +63.1% |
| Q1 2016 | $2,777,000 | -9.8% | 56,850 | -10.3% | 2.46% | -11.2% |
| Q4 2015 | $3,079,000 | +45.1% | 63,388 | +36.7% | 2.77% | +38.9% |
| Q3 2015 | $2,122,000 | +34.6% | 46,371 | +45.1% | 2.00% | +47.5% |
| Q2 2015 | $1,576,000 | – | 31,960 | – | 1.35% | – |
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% |