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 | $4,859,725 | -5.5% | 96,042 | -2.2% | 2.79% | -0.7% |
| Q2 2023 | $5,140,482 | +5.4% | 98,157 | -2.6% | 2.81% | +0.0% |
| Q1 2023 | $4,875,938 | +3.4% | 100,805 | -3.5% | 2.81% | +2.6% |
| Q4 2022 | $4,716,300 | -4.2% | 104,458 | -10.2% | 2.74% | -6.8% |
| Q3 2022 | $4,924,000 | -10.6% | 116,278 | -5.7% | 2.94% | -2.9% |
| Q2 2022 | $5,505,000 | -20.7% | 123,266 | -4.4% | 3.03% | -6.7% |
| Q1 2022 | $6,941,000 | -2.7% | 128,897 | +105.8% | 3.24% | +0.1% |
| Q4 2021 | $7,130,000 | +9.0% | 62,646 | -0.4% | 3.24% | +0.6% |
| Q3 2021 | $6,543,000 | +4.3% | 62,891 | +4.2% | 3.22% | +5.9% |
| Q2 2021 | $6,274,000 | +8.3% | 60,341 | 0.0% | 3.04% | +3.6% |
| Q1 2021 | $5,795,000 | +4.9% | 60,341 | -0.7% | 2.94% | +0.3% |
| Q4 2020 | $5,524,000 | +15.2% | 60,741 | +2.1% | 2.93% | +3.1% |
| Q3 2020 | $4,796,000 | +2.3% | 59,478 | -6.0% | 2.84% | -6.6% |
| Q2 2020 | $4,688,000 | +19.2% | 63,267 | -1.5% | 3.04% | +3.1% |
| Q1 2020 | $3,933,000 | -7.6% | 64,214 | +15.9% | 2.95% | +18.3% |
| Q4 2019 | $4,257,000 | +13.6% | 55,422 | +5.0% | 2.49% | +4.7% |
| Q3 2019 | $3,746,000 | +4.3% | 52,808 | +3.2% | 2.38% | -1.1% |
| Q2 2019 | $3,592,000 | -0.4% | 51,177 | -4.1% | 2.41% | -3.7% |
| Q1 2019 | $3,608,000 | +14.8% | 53,367 | +1.4% | 2.50% | +6.5% |
| Q4 2018 | $3,142,000 | -13.3% | 52,626 | +0.9% | 2.35% | -3.7% |
| Q3 2018 | $3,626,000 | +17.3% | 52,133 | +9.6% | 2.44% | +15.5% |
| Q2 2018 | $3,092,000 | +7.3% | 47,578 | +4.2% | 2.11% | +7.9% |
| Q1 2018 | $2,881,000 | +10.3% | 45,677 | +11.5% | 1.96% | -24.8% |
| Q4 2017 | $2,613,000 | – | 40,976 | – | 2.60% | – |
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% |