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 | $1,611,990 | -4.1% | 31,858 | -0.8% | 0.21% | -1.4% |
Q2 2023 | $1,681,706 | +9.2% | 32,112 | +0.9% | 0.21% | +1.4% |
Q1 2023 | $1,539,909 | +3.2% | 31,836 | -3.7% | 0.21% | -2.3% |
Q4 2022 | $1,492,499 | -1.4% | 33,056 | -7.5% | 0.21% | -7.0% |
Q3 2022 | $1,513,000 | -7.3% | 35,737 | -2.2% | 0.23% | +12.2% |
Q2 2022 | $1,632,000 | -19.6% | 36,551 | -3.0% | 0.20% | -12.0% |
Q1 2022 | $2,029,000 | -5.6% | 37,671 | +99.5% | 0.23% | -1.3% |
Q4 2021 | $2,149,000 | +1.0% | 18,880 | -7.7% | 0.24% | -8.2% |
Q3 2021 | $2,128,000 | -7.5% | 20,454 | -7.5% | 0.26% | -7.2% |
Q2 2021 | $2,300,000 | +8.3% | 22,124 | +0.1% | 0.28% | -1.4% |
Q1 2021 | $2,123,000 | +7.3% | 22,107 | +1.6% | 0.28% | +1.1% |
Q4 2020 | $1,979,000 | +14.7% | 21,756 | +1.7% | 0.28% | +0.4% |
Q3 2020 | $1,726,000 | +11.4% | 21,401 | +2.4% | 0.28% | +3.4% |
Q2 2020 | $1,549,000 | +22.4% | 20,899 | +1.1% | 0.27% | -1.5% |
Q1 2020 | $1,266,000 | -35.0% | 20,672 | -18.5% | 0.27% | -16.6% |
Q4 2019 | $1,948,000 | +7.8% | 25,362 | -0.4% | 0.33% | -3.6% |
Q3 2019 | $1,807,000 | -7.9% | 25,470 | -8.8% | 0.34% | -15.3% |
Q2 2019 | $1,961,000 | +3.1% | 27,937 | -0.7% | 0.40% | +22.4% |
Q1 2019 | $1,902,000 | +19.5% | 28,130 | +5.5% | 0.33% | -0.6% |
Q4 2018 | $1,592,000 | -7.5% | 26,666 | +7.8% | 0.33% | +12.7% |
Q3 2018 | $1,721,000 | +19.1% | 24,747 | +11.3% | 0.29% | +11.9% |
Q2 2018 | $1,445,000 | -0.7% | 22,241 | -3.6% | 0.26% | -2.6% |
Q1 2018 | $1,455,000 | -0.2% | 23,064 | +0.9% | 0.27% | 0.0% |
Q4 2017 | $1,458,000 | – | 22,853 | – | 0.27% | – |
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% |