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 | $44,347,025 | -23.9% | 876,423 | -21.2% | 0.26% | -24.3% |
| Q2 2023 | $58,280,172 | +6.9% | 1,112,854 | -1.3% | 0.35% | -0.3% |
| Q1 2023 | $54,537,106 | +11.6% | 1,127,499 | +4.2% | 0.35% | -0.6% |
| Q4 2022 | $48,857,793 | +0.9% | 1,082,122 | -5.3% | 0.35% | -8.1% |
| Q3 2022 | $48,412,000 | +47.2% | 1,143,152 | +55.2% | 0.38% | +46.0% |
| Q2 2022 | $32,892,000 | +257.4% | 736,490 | +330.9% | 0.26% | +317.5% |
| Q1 2022 | $9,204,000 | +19.0% | 170,928 | +151.4% | 0.06% | +16.7% |
| Q4 2021 | $7,737,000 | +38.3% | 67,978 | +26.4% | 0.05% | +17.4% |
| Q3 2021 | $5,596,000 | -55.2% | 53,788 | -55.3% | 0.05% | -57.8% |
| Q2 2021 | $12,505,000 | +86.9% | 120,278 | +72.6% | 0.11% | +60.3% |
| Q1 2021 | $6,691,000 | +516.7% | 69,679 | +483.9% | 0.07% | +466.7% |
| Q4 2020 | $1,085,000 | +22.6% | 11,933 | +8.7% | 0.01% | -7.7% |
| Q3 2020 | $885,000 | +1.1% | 10,975 | -7.1% | 0.01% | -7.1% |
| Q2 2020 | $875,000 | -3.6% | 11,813 | -20.3% | 0.01% | -33.3% |
| Q1 2020 | $908,000 | -22.1% | 14,817 | -2.4% | 0.02% | -16.0% |
| Q4 2019 | $1,166,000 | +33.3% | 15,175 | +23.0% | 0.02% | 0.0% |
| Q3 2019 | $875,000 | -23.0% | 12,333 | -23.8% | 0.02% | -26.5% |
| Q2 2019 | $1,136,000 | -42.8% | 16,182 | -44.9% | 0.03% | -75.4% |
| Q1 2019 | $1,985,000 | -27.9% | 29,357 | -36.4% | 0.14% | -70.7% |
| Q4 2018 | $2,754,000 | +10.0% | 46,124 | +28.2% | 0.47% | +241.3% |
| Q3 2018 | $2,503,000 | +82.2% | 35,989 | +70.3% | 0.14% | +48.4% |
| Q2 2018 | $1,374,000 | +164.2% | 21,136 | +156.6% | 0.09% | +132.5% |
| Q1 2018 | $520,000 | -4.1% | 8,238 | -3.0% | 0.04% | -16.7% |
| Q4 2017 | $542,000 | – | 8,495 | – | 0.05% | – |
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% |