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 | $2,412,512 | +0.7% | 47,678 | +4.2% | 0.58% | +0.3% |
| Q2 2023 | $2,395,210 | +12.4% | 45,736 | +3.8% | 0.58% | +9.6% |
| Q1 2023 | $2,131,023 | +16.5% | 44,056 | +8.7% | 0.53% | +8.6% |
| Q4 2022 | $1,829,270 | +19.6% | 40,515 | +12.1% | 0.49% | +14.0% |
| Q3 2022 | $1,530,000 | +12.7% | 36,127 | +18.9% | 0.43% | +17.9% |
| Q2 2022 | $1,357,000 | -11.5% | 30,391 | +6.7% | 0.36% | +15.2% |
| Q1 2022 | $1,534,000 | +27.2% | 28,483 | +168.9% | 0.32% | +37.6% |
| Q4 2021 | $1,206,000 | +49.3% | 10,591 | +36.3% | 0.23% | +30.1% |
| Q3 2021 | $808,000 | +28.5% | 7,768 | +28.5% | 0.18% | +31.3% |
| Q2 2021 | $629,000 | +87.2% | 6,046 | +72.5% | 0.13% | +69.6% |
| Q1 2021 | $336,000 | +1.2% | 3,504 | -3.9% | 0.08% | -4.8% |
| Q4 2020 | $332,000 | +12.9% | 3,647 | +0.1% | 0.08% | -1.2% |
| Q3 2020 | $294,000 | -5.8% | 3,644 | -13.5% | 0.08% | -16.0% |
| Q2 2020 | $312,000 | +17.7% | 4,214 | -2.7% | 0.10% | -4.8% |
| Q1 2020 | $265,000 | -24.9% | 4,330 | -5.9% | 0.10% | -8.7% |
| Q4 2019 | $353,000 | +10.3% | 4,601 | +2.1% | 0.12% | -7.3% |
| Q3 2019 | $320,000 | +42.9% | 4,507 | +41.4% | 0.12% | +36.3% |
| Q2 2019 | $224,000 | +2.3% | 3,188 | -1.5% | 0.09% | -3.2% |
| Q1 2019 | $219,000 | +0.9% | 3,238 | +3.6% | 0.09% | +4.4% |
| Q3 2018 | $217,000 | +3.8% | 3,126 | -3.0% | 0.09% | -4.3% |
| Q2 2018 | $209,000 | +2.5% | 3,222 | -0.3% | 0.09% | +8.0% |
| Q1 2018 | $204,000 | -2.4% | 3,232 | -1.4% | 0.09% | +2.4% |
| Q4 2017 | $209,000 | – | 3,279 | – | 0.08% | – |
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% |