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 | $230,367 | -92.5% | 4,553 | -92.3% | 0.00% | -90.9% |
| Q2 2023 | $3,081,140 | -51.2% | 58,834 | -54.9% | 0.02% | -63.9% |
| Q1 2023 | $6,313,755 | +38.9% | 130,531 | +29.7% | 0.06% | +10.9% |
| Q4 2022 | $4,543,909 | +6.6% | 100,640 | +0.0% | 0.06% | +1.9% |
| Q3 2022 | $4,261,000 | -4.4% | 100,636 | +0.8% | 0.05% | -8.5% |
| Q2 2022 | $4,456,000 | -17.5% | 99,798 | -0.5% | 0.06% | -1.7% |
| Q1 2022 | $5,399,000 | -5.4% | 100,269 | +100.0% | 0.06% | -3.2% |
| Q4 2021 | $5,706,000 | +9.4% | 50,136 | +0.0% | 0.06% | -15.1% |
| Q3 2021 | $5,215,000 | +0.1% | 50,134 | +0.0% | 0.07% | +1.4% |
| Q2 2021 | $5,210,000 | +6.9% | 50,113 | -1.3% | 0.07% | -14.3% |
| Q1 2021 | $4,875,000 | +4.9% | 50,768 | -0.7% | 0.08% | -13.4% |
| Q4 2020 | $4,648,000 | +14.6% | 51,111 | +1.6% | 0.10% | -6.7% |
| Q3 2020 | $4,055,000 | +17.8% | 50,295 | +8.3% | 0.10% | 0.0% |
| Q2 2020 | $3,441,000 | +21.8% | 46,432 | +0.7% | 0.10% | -13.3% |
| Q1 2020 | $2,826,000 | -6.0% | 46,132 | +17.9% | 0.12% | 0.0% |
| Q4 2019 | $3,005,000 | +7.4% | 39,123 | -0.8% | 0.12% | -15.5% |
| Q3 2019 | $2,799,000 | +53.6% | 39,456 | +52.7% | 0.14% | +36.5% |
| Q2 2019 | $1,822,000 | +24.7% | 25,845 | +19.6% | 0.10% | +9.5% |
| Q1 2019 | $1,461,000 | – | 21,616 | – | 0.10% | – |
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% |