SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 825 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,064,000 | +5.6% | 11,086 | +0.0% | 0.19% | +0.5% |
| Q4 2020 | $1,008,000 | +12.9% | 11,085 | +0.0% | 0.19% | -0.5% |
| Q3 2020 | $893,000 | +8.6% | 11,084 | -0.1% | 0.19% | +0.5% |
| Q2 2020 | $822,000 | +19.8% | 11,096 | -1.0% | 0.19% | +3.2% |
| Q1 2020 | $686,000 | -12.2% | 11,205 | +10.2% | 0.19% | +2.2% |
| Q4 2019 | $781,000 | +37.0% | 10,172 | +26.4% | 0.18% | +31.9% |
| Q3 2019 | $570,000 | -0.3% | 8,045 | -1.4% | 0.14% | -2.1% |
| Q2 2019 | $572,000 | +3.8% | 8,157 | 0.0% | 0.14% | -1.4% |
| Q1 2019 | $551,000 | +23.0% | 8,157 | +8.7% | 0.14% | +10.0% |
| Q4 2018 | $448,000 | -14.7% | 7,505 | -0.6% | 0.13% | -16.1% |
| Q3 2018 | $525,000 | -10.7% | 7,552 | -16.6% | 0.16% | -15.3% |
| Q2 2018 | $588,000 | +3.3% | 9,050 | +0.2% | 0.18% | +0.5% |
| Q1 2018 | $569,000 | -51.3% | 9,035 | -53.6% | 0.18% | -12.1% |
| Q4 2017 | $1,169,000 | +98.8% | 19,492 | +99.0% | 0.21% | +2.5% |
| Q3 2017 | $588,000 | +4.1% | 9,795 | +0.0% | 0.20% | -5.6% |
| Q2 2017 | $565,000 | +3.7% | 9,793 | +1.0% | 0.21% | +1.9% |
| Q1 2017 | $545,000 | +11.0% | 9,695 | +5.0% | 0.21% | +6.6% |
| Q4 2016 | $491,000 | +10.6% | 9,234 | +7.4% | 0.20% | -4.4% |
| Q3 2016 | $444,000 | +5.2% | 8,594 | -0.7% | 0.21% | -8.8% |
| Q1 2016 | $422,000 | +0.7% | 8,653 | +0.3% | 0.23% | -4.6% |
| Q4 2015 | $419,000 | +6.3% | 8,630 | +0.0% | 0.24% | +1.7% |
| Q3 2015 | $394,000 | -10.9% | 8,629 | -3.6% | 0.23% | -18.5% |
| Q2 2015 | $442,000 | -0.2% | 8,954 | +0.1% | 0.29% | 0.0% |
| Q1 2015 | $443,000 | +1.6% | 8,947 | +0.4% | 0.29% | -0.3% |
| Q4 2014 | $436,000 | +4.1% | 8,907 | -0.1% | 0.29% | -13.3% |
| Q3 2014 | $419,000 | – | 8,918 | – | 0.33% | – |
Download | ||||||
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% |