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 | $5,937 | -3.4% | 117,334 | -0.0% | 2.66% | -2.9% |
| Q2 2023 | $6,145 | +8.3% | 117,341 | +0.0% | 2.74% | -7.3% |
| Q1 2023 | $5,675 | +7.2% | 117,326 | +0.0% | 2.95% | -3.4% |
| Q4 2022 | $5,296 | -99.9% | 117,294 | +0.5% | 3.06% | +13.1% |
| Q3 2022 | $4,945,000 | -5.4% | 116,760 | -0.2% | 2.70% | -4.0% |
| Q2 2022 | $5,227,000 | -17.1% | 117,030 | 0.0% | 2.82% | +0.7% |
| Q1 2022 | $6,302,000 | -5.4% | 117,030 | +100.0% | 2.80% | +4.5% |
| Q4 2021 | $6,660,000 | +7.3% | 58,515 | -1.9% | 2.68% | +2.5% |
| Q3 2021 | $6,206,000 | +0.0% | 59,660 | 0.0% | 2.61% | +3.4% |
| Q2 2021 | $6,203,000 | +7.6% | 59,660 | -0.7% | 2.52% | -0.1% |
| Q1 2021 | $5,767,000 | +5.6% | 60,058 | 0.0% | 2.53% | +3.1% |
| Q4 2020 | $5,462,000 | +12.2% | 60,058 | -0.5% | 2.45% | -0.5% |
| Q3 2020 | $4,868,000 | +10.8% | 60,374 | +1.8% | 2.46% | +0.7% |
| Q2 2020 | $4,393,000 | +21.1% | 59,282 | +0.0% | 2.45% | -9.0% |
| Q1 2020 | $3,629,000 | -14.6% | 59,255 | +7.2% | 2.69% | +35.3% |
| Q4 2019 | $4,247,000 | +4.3% | 55,286 | -3.7% | 1.99% | -23.0% |
| Q3 2019 | $4,070,000 | -3.6% | 57,385 | -4.6% | 2.58% | -2.6% |
| Q2 2019 | $4,221,000 | +8.1% | 60,143 | +4.1% | 2.65% | +3.0% |
| Q1 2019 | $3,906,000 | +695.5% | 57,766 | +602.2% | 2.57% | +562.4% |
| Q4 2018 | $491,000 | -16.1% | 8,227 | -2.1% | 0.39% | +1.8% |
| Q3 2018 | $585,000 | +52.7% | 8,407 | +42.6% | 0.38% | +38.0% |
| Q2 2018 | $383,000 | +3.0% | 5,897 | +0.1% | 0.28% | -4.2% |
| Q1 2018 | $372,000 | +3.6% | 5,892 | +4.6% | 0.29% | -2.4% |
| Q4 2017 | $359,000 | – | 5,632 | – | 0.30% | – |
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% |