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 | $2,470,251 | -2.9% | 48,819 | +0.5% | 0.11% | -4.3% |
| Q2 2023 | $2,543,132 | +17.8% | 48,560 | +8.8% | 0.12% | +8.5% |
| Q1 2023 | $2,158,669 | -76.1% | 44,628 | -77.7% | 0.11% | -78.0% |
| Q4 2022 | $9,043,475 | -23.2% | 200,298 | -27.9% | 0.48% | -30.6% |
| Q3 2022 | $11,771,000 | -22.0% | 277,957 | -17.8% | 0.70% | -22.3% |
| Q2 2022 | $15,097,000 | -59.4% | 338,062 | -51.0% | 0.90% | -54.5% |
| Q1 2022 | $37,177,000 | +2934.9% | 690,388 | +6311.5% | 1.97% | +2015.1% |
| Q4 2021 | $1,225,000 | +17.9% | 10,768 | +7.8% | 0.09% | +8.1% |
| Q3 2021 | $1,039,000 | -7.6% | 9,992 | -7.7% | 0.09% | -14.0% |
| Q2 2021 | $1,124,000 | -1.9% | 10,820 | -9.4% | 0.10% | -21.3% |
| Q1 2021 | $1,146,000 | -9.3% | 11,941 | -14.1% | 0.13% | -16.4% |
| Q4 2020 | $1,264,000 | +257.1% | 13,898 | +216.2% | 0.15% | +216.7% |
| Q3 2020 | $354,000 | +7.6% | 4,396 | -1.0% | 0.05% | +2.1% |
| Q2 2020 | $329,000 | +21.0% | 4,441 | -0.0% | 0.05% | +2.2% |
| Q1 2020 | $272,000 | -27.3% | 4,442 | -8.8% | 0.05% | -19.3% |
| Q4 2019 | $374,000 | +1.9% | 4,873 | -5.8% | 0.06% | -6.6% |
| Q3 2019 | $367,000 | +1.1% | 5,173 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $363,000 | +2.5% | 5,173 | -1.1% | 0.06% | -1.6% |
| Q1 2019 | $354,000 | +13.1% | 5,233 | -0.3% | 0.06% | -1.6% |
| Q4 2018 | $313,000 | -14.2% | 5,250 | 0.0% | 0.06% | -3.0% |
| Q3 2018 | $365,000 | +7.0% | 5,250 | 0.0% | 0.07% | +1.5% |
| Q2 2018 | $341,000 | +3.0% | 5,250 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $331,000 | -1.8% | 5,250 | -0.6% | 0.06% | -4.4% |
| Q4 2017 | $337,000 | +5.3% | 5,282 | -1.0% | 0.07% | +1.5% |
| Q3 2017 | $320,000 | -15.8% | 5,337 | -19.0% | 0.07% | -40.2% |
| Q2 2017 | $380,000 | -18.6% | 6,585 | -20.7% | 0.11% | -22.8% |
| Q1 2017 | $467,000 | +1.7% | 8,300 | -3.7% | 0.14% | -0.7% |
| Q4 2016 | $459,000 | +1.3% | 8,615 | -1.8% | 0.15% | -1.4% |
| Q3 2016 | $453,000 | -37.5% | 8,775 | -39.7% | 0.15% | -41.5% |
| Q2 2016 | $725,000 | +28.1% | 14,561 | +25.7% | 0.25% | +1050.0% |
| Q1 2016 | $566,000 | +2.0% | 11,580 | +1.3% | 0.02% | -88.3% |
| Q4 2015 | $555,000 | +3.4% | 11,430 | -2.7% | 0.19% | -3.6% |
| Q3 2015 | $537,000 | -20.2% | 11,751 | -13.8% | 0.20% | +1.0% |
| Q2 2015 | $673,000 | +2.9% | 13,640 | +3.3% | 0.19% | -2.0% |
| Q1 2015 | $654,000 | +29.8% | 13,202 | +28.5% | 0.20% | +4.2% |
| Q4 2014 | $504,000 | -11.7% | 10,272 | -15.4% | 0.19% | -7.4% |
| Q3 2014 | $571,000 | +5.7% | 12,146 | +5.4% | 0.20% | -6.4% |
| Q2 2014 | $540,000 | +9.3% | 11,527 | +4.4% | 0.22% | +16.6% |
| Q1 2014 | $494,000 | – | 11,040 | – | 0.19% | – |
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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% |