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 | $1,532,221 | -8.0% | 30,281 | -4.8% | 0.26% | -6.0% |
| Q2 2023 | $1,664,993 | +4.3% | 31,793 | -3.6% | 0.28% | +1.8% |
| Q1 2023 | $1,595,615 | +3.5% | 32,988 | -3.4% | 0.28% | +0.7% |
| Q4 2022 | $1,541,580 | +1.0% | 34,144 | -5.3% | 0.27% | -6.2% |
| Q3 2022 | $1,527,000 | -7.5% | 36,065 | -2.4% | 0.29% | -1.0% |
| Q2 2022 | $1,650,000 | -14.2% | 36,940 | +3.5% | 0.30% | -3.0% |
| Q1 2022 | $1,922,000 | -7.9% | 35,697 | +89.8% | 0.30% | -5.3% |
| Q4 2021 | $2,086,000 | +1.0% | 18,806 | -5.3% | 0.32% | -5.0% |
| Q3 2021 | $2,066,000 | -6.0% | 19,861 | -6.1% | 0.34% | -6.4% |
| Q2 2021 | $2,198,000 | +3.7% | 21,143 | -4.2% | 0.36% | -2.7% |
| Q1 2021 | $2,120,000 | +7.9% | 22,074 | +2.2% | 0.37% | +11.4% |
| Q4 2020 | $1,965,000 | +2.3% | 21,606 | -9.3% | 0.33% | +22.9% |
| Q3 2020 | $1,920,000 | +9.5% | 23,814 | +0.6% | 0.27% | +1.5% |
| Q2 2020 | $1,754,000 | +6.1% | 23,665 | -12.3% | 0.27% | -12.5% |
| Q1 2020 | $1,653,000 | -71.5% | 26,984 | -64.3% | 0.30% | -67.3% |
| Q4 2019 | $5,806,000 | +5.1% | 75,583 | +1.0% | 0.93% | +3.9% |
| Q3 2019 | $5,523,000 | +7.3% | 74,868 | +2.1% | 0.90% | -59.0% |
| Q2 2019 | $5,149,000 | +5.0% | 73,359 | +1.1% | 2.19% | -0.7% |
| Q1 2019 | $4,906,000 | -70.4% | 72,564 | -73.9% | 2.20% | -73.6% |
| Q4 2018 | $16,566,000 | +6175.0% | 277,494 | +7219.8% | 8.34% | +6966.1% |
| Q3 2018 | $264,000 | +89.9% | 3,791 | +77.2% | 0.12% | +73.5% |
| Q2 2018 | $139,000 | – | 2,139 | – | 0.07% | – |
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% |