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 | $3,786,211 | -4.6% | 74,826 | -1.3% | 0.79% | -0.6% |
| Q2 2023 | $3,970,679 | +7.3% | 75,819 | -0.9% | 0.79% | +1.5% |
| Q1 2023 | $3,701,315 | +109019.0% | 76,520 | +1.8% | 0.78% | +5.5% |
| Q4 2022 | $3,392 | -99.9% | 75,138 | -1.9% | 0.74% | -3.8% |
| Q3 2022 | $3,242,000 | -4.1% | 76,568 | +1.1% | 0.77% | +3.5% |
| Q2 2022 | $3,380,000 | -19.7% | 75,704 | -3.2% | 0.74% | -8.1% |
| Q1 2022 | $4,209,000 | -6.2% | 78,175 | +98.4% | 0.81% | -4.2% |
| Q4 2021 | $4,485,000 | +6.8% | 39,407 | -2.4% | 0.84% | -4.5% |
| Q3 2021 | $4,198,000 | +0.6% | 40,356 | +0.5% | 0.88% | +2.0% |
| Q2 2021 | $4,175,000 | +6.9% | 40,157 | -1.3% | 0.86% | 0.0% |
| Q1 2021 | $3,907,000 | +6.8% | 40,689 | +1.2% | 0.86% | -2.6% |
| Q4 2020 | $3,657,000 | +13.5% | 40,212 | +0.6% | 0.89% | +0.5% |
| Q3 2020 | $3,223,000 | +8.7% | 39,975 | -0.1% | 0.88% | +0.3% |
| Q2 2020 | $2,966,000 | +22.2% | 40,035 | +1.0% | 0.88% | +6.3% |
| Q1 2020 | $2,427,000 | -15.8% | 39,630 | +5.6% | 0.83% | +4.4% |
| Q4 2019 | $2,882,000 | +8.0% | 37,527 | -0.3% | 0.79% | -0.1% |
| Q3 2019 | $2,669,000 | +3.1% | 37,630 | +2.0% | 0.80% | +0.4% |
| Q2 2019 | $2,589,000 | +12.8% | 36,899 | +8.7% | 0.79% | -38.2% |
| Q1 2019 | $2,295,000 | +17.1% | 33,959 | +3.4% | 1.28% | +3.1% |
| Q4 2018 | $1,960,000 | -10.3% | 32,846 | +4.5% | 1.24% | +3.4% |
| Q3 2018 | $2,186,000 | +10.3% | 31,433 | +3.1% | 1.20% | +2.6% |
| Q2 2018 | $1,982,000 | +11.5% | 30,497 | +8.2% | 1.17% | +10.3% |
| Q1 2018 | $1,777,000 | +12.7% | 28,183 | +13.9% | 1.06% | +11.3% |
| Q4 2017 | $1,577,000 | +8.8% | 24,734 | +2.4% | 0.96% | -1.6% |
| Q3 2017 | $1,450,000 | -0.5% | 24,165 | -4.2% | 0.97% | -5.9% |
| Q2 2017 | $1,457,000 | -1.8% | 25,234 | -4.3% | 1.03% | -5.1% |
| Q1 2017 | $1,484,000 | +5.3% | 26,376 | -0.3% | 1.09% | -2.9% |
| Q4 2016 | $1,409,000 | +9.1% | 26,463 | +5.7% | 1.12% | +4.2% |
| Q3 2016 | $1,291,000 | +5.8% | 25,025 | +2.1% | 1.08% | -0.1% |
| Q2 2016 | $1,220,000 | +3.1% | 24,521 | +1.2% | 1.08% | -1.6% |
| Q1 2016 | $1,183,000 | -1.3% | 24,225 | -1.9% | 1.09% | +4.5% |
| Q4 2015 | $1,199,000 | +6.6% | 24,696 | +0.4% | 1.05% | -0.2% |
| Q3 2015 | $1,125,000 | -5.8% | 24,591 | +1.5% | 1.05% | +5.0% |
| Q2 2015 | $1,194,000 | +0.9% | 24,219 | +1.4% | 1.00% | -3.4% |
| Q1 2015 | $1,183,000 | +18.2% | 23,877 | +16.9% | 1.03% | +6.9% |
| Q4 2014 | $1,001,000 | – | 20,420 | – | 0.97% | – |
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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% |