SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,260,940 | -5.2% | 3,345,078 | -1.9% | 11.56% | -1.7% |
| Q2 2023 | $178,566,058 | +6.3% | 3,409,701 | -1.8% | 11.76% | +3.5% |
| Q1 2023 | $167,984,427 | +5.2% | 3,472,905 | -1.8% | 11.36% | +0.5% |
| Q4 2022 | $159,688,910 | +8.1% | 3,536,853 | +1.4% | 11.30% | +3.3% |
| Q3 2022 | $147,788,000 | +4.8% | 3,489,673 | +10.5% | 10.94% | +6.1% |
| Q2 2022 | $141,046,000 | +7.0% | 3,158,226 | +29.1% | 10.32% | +16.2% |
| Q1 2022 | $131,761,000 | +37.4% | 2,446,822 | +190.5% | 8.88% | +15.9% |
| Q4 2021 | $95,883,000 | +9.9% | 842,408 | +0.5% | 7.66% | +0.5% |
| Q3 2021 | $87,233,000 | -5.4% | 838,533 | -5.5% | 7.62% | -6.9% |
| Q2 2021 | $92,242,000 | +11.8% | 887,196 | +3.2% | 8.19% | -0.5% |
| Q1 2021 | $82,524,000 | -1.1% | 859,358 | -6.4% | 8.23% | -15.5% |
| Q4 2020 | $83,465,000 | +26.0% | 917,697 | +11.7% | 9.74% | +10.1% |
| Q3 2020 | $66,266,000 | +10.2% | 821,849 | +1.2% | 8.84% | +2.2% |
| Q2 2020 | $60,155,000 | +42.6% | 811,805 | +17.9% | 8.65% | +30.2% |
| Q1 2020 | $42,187,000 | +30.5% | 688,764 | +63.7% | 6.65% | +56.7% |
| Q4 2019 | $32,325,000 | +273.8% | 420,847 | +245.2% | 4.24% | +227.3% |
| Q3 2019 | $8,647,000 | +11.4% | 121,909 | +10.2% | 1.30% | +6.0% |
| Q2 2019 | $7,762,000 | +53.5% | 110,588 | +47.8% | 1.22% | +7.0% |
| Q1 2019 | $5,058,000 | +12.7% | 74,809 | -0.5% | 1.14% | -11.5% |
| Q4 2018 | $4,487,000 | -29.9% | 75,155 | -18.3% | 1.29% | -22.8% |
| Q3 2018 | $6,397,000 | +43.5% | 91,962 | +34.1% | 1.67% | +34.4% |
| Q2 2018 | $4,457,000 | +6.8% | 68,582 | -4.7% | 1.24% | +78.2% |
| Q1 2018 | $4,175,000 | +22.2% | 71,998 | +34.4% | 0.70% | -34.0% |
| Q4 2017 | $3,416,000 | +8.4% | 53,554 | +2.0% | 1.06% | +1.4% |
| Q3 2017 | $3,151,000 | +9.4% | 52,479 | +5.2% | 1.04% | +6.1% |
| Q2 2017 | $2,881,000 | -4.8% | 49,875 | -7.3% | 0.98% | -12.0% |
| Q1 2017 | $3,027,000 | +397.9% | 53,794 | +371.3% | 1.12% | +335.9% |
| Q4 2016 | $608,000 | – | 11,413 | – | 0.26% | – |
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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% |