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 | $1,766 | -3.4% | 34,896 | -0.1% | 0.15% | -1.3% |
| Q2 2023 | $1,829 | -7.5% | 34,916 | -14.6% | 0.15% | -30.0% |
| Q1 2023 | $1,977 | +7.2% | 40,875 | +0.0% | 0.22% | -2.3% |
| Q4 2022 | $1,845 | -99.9% | 40,871 | -0.5% | 0.22% | -1.3% |
| Q3 2022 | $1,740,000 | -5.2% | 41,089 | 0.0% | 0.22% | +0.9% |
| Q2 2022 | $1,835,000 | -17.6% | 41,089 | -0.7% | 0.22% | -2.6% |
| Q1 2022 | $2,228,000 | -8.9% | 41,375 | +92.5% | 0.23% | -4.2% |
| Q4 2021 | $2,446,000 | +5.6% | 21,494 | -3.5% | 0.24% | -0.4% |
| Q3 2021 | $2,317,000 | -3.0% | 22,276 | -3.0% | 0.24% | -2.8% |
| Q2 2021 | $2,388,000 | +6.3% | 22,970 | -1.8% | 0.25% | -5.0% |
| Q1 2021 | $2,246,000 | -29.1% | 23,387 | -32.9% | 0.26% | -32.6% |
| Q4 2020 | $3,170,000 | +9.2% | 34,854 | -3.2% | 0.39% | -11.7% |
| Q3 2020 | $2,902,000 | +6.6% | 35,993 | -2.1% | 0.44% | +10.9% |
| Q2 2020 | $2,723,000 | +23.2% | 36,747 | +1.8% | 0.39% | +1.3% |
| Q1 2020 | $2,211,000 | -7.0% | 36,094 | +16.6% | 0.39% | +12.8% |
| Q4 2019 | $2,378,000 | +0.3% | 30,964 | -7.4% | 0.34% | -6.8% |
| Q3 2019 | $2,371,000 | +4.6% | 33,431 | +3.5% | 0.37% | -0.3% |
| Q2 2019 | $2,267,000 | +9.3% | 32,302 | +5.3% | 0.37% | +3.6% |
| Q1 2019 | $2,074,000 | +11.7% | 30,680 | -1.3% | 0.36% | +8.8% |
| Q4 2018 | $1,856,000 | -8.8% | 31,091 | -0.4% | 0.33% | -3.8% |
| Q3 2018 | $2,035,000 | +59.7% | 31,202 | +59.2% | 0.34% | +54.8% |
| Q2 2018 | $1,274,000 | +68.3% | 19,596 | +63.3% | 0.22% | +60.1% |
| Q1 2018 | $757,000 | +18.5% | 12,001 | +19.9% | 0.14% | +15.0% |
| Q4 2017 | $639,000 | +13.1% | 10,012 | +6.3% | 0.12% | +8.1% |
| Q3 2017 | $565,000 | +23.4% | 9,417 | +18.7% | 0.11% | -2.6% |
| Q2 2017 | $458,000 | +9.3% | 7,932 | +6.5% | 0.11% | +1.8% |
| Q1 2017 | $419,000 | +90.5% | 7,450 | +80.0% | 0.11% | +77.8% |
| Q4 2016 | $220,000 | +9.5% | 4,138 | +2.2% | 0.06% | -3.1% |
| Q2 2016 | $201,000 | -2.0% | 4,047 | -3.4% | 0.06% | -4.4% |
| Q1 2016 | $205,000 | – | 4,191 | – | 0.07% | – |
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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% |