SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,155,613 | +0.3% | 42,601 | +3.8% | 0.05% | -6.1% |
| Q2 2023 | $2,149,546 | +13.7% | 41,045 | +5.0% | 0.05% | -2.0% |
| Q1 2023 | $1,890,339 | -37.1% | 39,080 | -41.3% | 0.05% | -34.2% |
| Q4 2022 | $3,007,689 | +95.4% | 66,615 | +83.4% | 0.08% | +76.7% |
| Q3 2022 | $1,539,000 | -2.8% | 36,328 | +2.4% | 0.04% | +7.5% |
| Q2 2022 | $1,584,000 | -12.1% | 35,469 | +6.0% | 0.04% | 0.0% |
| Q1 2022 | $1,803,000 | +2.2% | 33,475 | +116.0% | 0.04% | +2.6% |
| Q4 2021 | $1,764,000 | +16.0% | 15,500 | +6.0% | 0.04% | 0.0% |
| Q3 2021 | $1,521,000 | +7.5% | 14,624 | +7.5% | 0.04% | +11.4% |
| Q2 2021 | $1,415,000 | +10.8% | 13,608 | +2.4% | 0.04% | 0.0% |
| Q1 2021 | $1,277,000 | +53.5% | 13,294 | +45.3% | 0.04% | +40.0% |
| Q4 2020 | $832,000 | -23.0% | 9,150 | -31.7% | 0.02% | -28.6% |
| Q3 2020 | $1,080,000 | +6.4% | 13,395 | -2.2% | 0.04% | -2.8% |
| Q2 2020 | $1,015,000 | +25.0% | 13,693 | +3.3% | 0.04% | -2.7% |
| Q1 2020 | $812,000 | -27.6% | 13,259 | -9.2% | 0.04% | -15.9% |
| Q4 2019 | $1,121,000 | +6.9% | 14,595 | -1.3% | 0.04% | -2.2% |
| Q3 2019 | $1,049,000 | -3.7% | 14,784 | -4.7% | 0.04% | -4.3% |
| Q2 2019 | $1,089,000 | -6.8% | 15,517 | -10.2% | 0.05% | -11.3% |
| Q1 2019 | $1,169,000 | +12.2% | 17,284 | -0.9% | 0.05% | -1.9% |
| Q4 2018 | $1,042,000 | -7.0% | 17,448 | +8.3% | 0.05% | +8.0% |
| Q3 2018 | $1,121,000 | +4.7% | 16,115 | -2.3% | 0.05% | +4.2% |
| Q2 2018 | $1,071,000 | -2.5% | 16,487 | -5.4% | 0.05% | +4.3% |
| Q1 2018 | $1,099,000 | +50.1% | 17,420 | +51.7% | 0.05% | +39.4% |
| Q4 2017 | $732,000 | +10.7% | 11,480 | +4.2% | 0.03% | +6.5% |
| Q3 2017 | $661,000 | -6.9% | 11,017 | -10.4% | 0.03% | -16.2% |
| Q2 2017 | $710,000 | +4.0% | 12,293 | +1.3% | 0.04% | -5.1% |
| Q1 2017 | $683,000 | +5.1% | 12,132 | -0.6% | 0.04% | -2.5% |
| Q4 2016 | $650,000 | +12.7% | 12,211 | +9.2% | 0.04% | +2.6% |
| Q3 2016 | $577,000 | – | 11,181 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |