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 | $22,008,304 | -1.6% | 434,947 | +1.8% | 5.10% | -0.3% |
| Q2 2023 | $22,370,948 | +13.1% | 427,171 | +4.4% | 5.11% | +25.8% |
| Q1 2023 | $19,785,582 | +9.9% | 409,047 | +2.6% | 4.06% | +3.0% |
| Q4 2022 | $17,998,806 | +15.4% | 398,645 | +8.3% | 3.95% | -13.6% |
| Q3 2022 | $15,595,000 | -1.9% | 368,232 | +3.4% | 4.57% | +2.8% |
| Q2 2022 | $15,898,000 | -12.7% | 355,981 | +5.2% | 4.44% | -4.3% |
| Q1 2022 | $18,219,000 | +1.3% | 338,335 | +114.1% | 4.64% | +8.1% |
| Q4 2021 | $17,987,000 | +12.7% | 158,031 | +3.0% | 4.30% | +4.2% |
| Q3 2021 | $15,959,000 | +4.2% | 153,411 | +4.1% | 4.12% | +3.9% |
| Q2 2021 | $15,317,000 | +13.6% | 147,320 | +4.9% | 3.97% | +20.3% |
| Q1 2021 | $13,489,000 | +10.8% | 140,470 | +4.9% | 3.30% | -2.7% |
| Q4 2020 | $12,175,000 | +15.0% | 133,860 | +2.0% | 3.39% | -4.5% |
| Q3 2020 | $10,586,000 | +10.2% | 131,286 | +1.3% | 3.55% | +8.2% |
| Q2 2020 | $9,606,000 | +43.8% | 129,637 | +18.8% | 3.28% | +34.0% |
| Q1 2020 | $6,682,000 | +18.5% | 109,095 | +48.7% | 2.45% | +45.6% |
| Q4 2019 | $5,637,000 | +14.9% | 73,390 | +6.1% | 1.68% | +10.3% |
| Q3 2019 | $4,905,000 | +7.6% | 69,157 | +6.5% | 1.52% | -4.1% |
| Q2 2019 | $4,559,000 | +17.5% | 64,946 | +13.1% | 1.59% | +8.7% |
| Q1 2019 | $3,881,000 | +34.1% | 57,405 | +18.4% | 1.46% | +16.9% |
| Q4 2018 | $2,894,000 | +29.8% | 48,484 | +51.3% | 1.25% | -11.4% |
| Q3 2018 | $2,229,000 | +14.7% | 32,047 | +7.2% | 1.41% | +9.4% |
| Q2 2018 | $1,944,000 | -41.9% | 29,907 | -43.6% | 1.29% | +36.8% |
| Q1 2018 | $3,344,000 | +198.0% | 53,018 | +201.5% | 0.94% | +45.5% |
| Q4 2017 | $1,122,000 | +19.6% | 17,585 | +12.6% | 0.65% | +7.3% |
| Q3 2017 | $938,000 | +6.8% | 15,618 | +2.7% | 0.60% | +5.0% |
| Q2 2017 | $878,000 | +55.7% | 15,205 | +51.7% | 0.58% | +49.2% |
| Q1 2017 | $564,000 | +31.2% | 10,024 | +24.0% | 0.39% | +32.2% |
| Q4 2016 | $430,000 | +53.0% | 8,081 | +48.3% | 0.29% | +60.4% |
| Q3 2016 | $281,000 | +16.1% | 5,449 | +12.2% | 0.18% | +11.7% |
| Q2 2016 | $242,000 | – | 4,855 | – | 0.16% | – |
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% |