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 | $1,060,772 | -5.8% | 20,964 | -2.5% | 0.28% | -3.7% |
| Q2 2023 | $1,126,347 | +12.6% | 21,507 | +4.0% | 0.30% | +6.1% |
| Q1 2023 | $1,000,442 | +10.0% | 20,683 | +2.7% | 0.28% | -1.4% |
| Q4 2022 | $909,263 | +8.6% | 20,139 | +1.9% | 0.28% | +2.2% |
| Q3 2022 | $837,000 | -11.1% | 19,755 | -6.3% | 0.28% | -8.6% |
| Q2 2022 | $942,000 | -11.0% | 21,087 | +7.2% | 0.30% | +1.3% |
| Q1 2022 | $1,059,000 | -5.7% | 19,669 | +99.3% | 0.30% | -2.9% |
| Q4 2021 | $1,123,000 | +7.4% | 9,869 | -1.9% | 0.31% | +0.7% |
| Q3 2021 | $1,046,000 | +0.2% | 10,058 | +0.2% | 0.31% | -2.2% |
| Q2 2021 | $1,044,000 | +9.5% | 10,041 | +1.1% | 0.31% | +0.6% |
| Q1 2021 | $953,000 | +10.0% | 9,929 | +4.3% | 0.31% | -4.0% |
| Q4 2020 | $866,000 | +10.0% | 9,523 | -2.4% | 0.32% | -18.0% |
| Q3 2020 | $787,000 | +14.2% | 9,757 | +4.9% | 0.40% | +6.2% |
| Q2 2020 | $689,000 | +18.0% | 9,298 | -2.5% | 0.37% | -7.0% |
| Q1 2020 | $584,000 | -85.7% | 9,537 | -82.1% | 0.40% | -78.7% |
| Q4 2019 | $4,090,000 | +4.0% | 53,250 | -3.9% | 1.87% | -0.6% |
| Q3 2019 | $3,931,000 | +9.1% | 55,427 | +8.0% | 1.89% | +6.6% |
| Q2 2019 | $3,604,000 | +11.2% | 51,345 | +7.1% | 1.77% | +5.5% |
| Q1 2019 | $3,242,000 | +16.0% | 47,958 | +2.4% | 1.68% | +6.9% |
| Q4 2018 | $2,795,000 | +11.2% | 46,812 | +29.6% | 1.57% | +17.5% |
| Q3 2018 | $2,513,000 | +9.5% | 36,121 | +2.2% | 1.33% | +0.3% |
| Q2 2018 | $2,296,000 | +4.3% | 35,329 | +1.3% | 1.33% | -44.3% |
| Q1 2018 | $2,201,000 | +18.9% | 34,890 | +20.2% | 2.39% | +114.2% |
| Q4 2017 | $1,851,000 | +5.4% | 29,016 | -0.8% | 1.12% | +2.8% |
| Q3 2017 | $1,757,000 | +8.9% | 29,260 | +4.8% | 1.08% | +4.6% |
| Q2 2017 | $1,613,000 | +8.9% | 27,916 | +6.1% | 1.04% | +5.7% |
| Q1 2017 | $1,481,000 | -2.2% | 26,321 | -7.4% | 0.98% | -7.7% |
| Q4 2016 | $1,515,000 | -19.1% | 28,436 | -21.6% | 1.06% | -20.8% |
| Q3 2016 | $1,872,000 | -2.8% | 36,261 | -6.3% | 1.34% | -6.7% |
| Q2 2016 | $1,926,000 | -5.7% | 38,708 | -7.5% | 1.44% | -9.0% |
| Q1 2016 | $2,043,000 | -79.4% | 41,836 | -80.7% | 1.58% | -67.5% |
| Q3 2015 | $9,901,000 | -0.2% | 216,365 | +7.5% | 4.87% | +3.5% |
| Q2 2015 | $9,922,000 | +0.8% | 201,202 | +1.3% | 4.70% | -0.7% |
| Q1 2015 | $9,847,000 | -2.3% | 198,656 | -3.3% | 4.74% | -14.6% |
| Q4 2014 | $10,075,000 | – | 205,401 | – | 5.55% | – |
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% |