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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $595,080 | +28.2% | 11,363 | +18.5% | 0.12% | +9.7% |
| Q1 2023 | $464,013 | +5.2% | 9,593 | -1.8% | 0.11% | +2.7% |
| Q4 2022 | $440,980 | -2.0% | 9,767 | -2.5% | 0.11% | -7.6% |
| Q3 2022 | $450,000 | +7.7% | 10,015 | +6.9% | 0.12% | -2.5% |
| Q2 2022 | $418,000 | -17.1% | 9,368 | 0.0% | 0.12% | -22.8% |
| Q1 2022 | $504,000 | -2.5% | 9,368 | +106.3% | 0.16% | -1.9% |
| Q4 2021 | $517,000 | +8.4% | 4,540 | -1.0% | 0.16% | -1.8% |
| Q3 2021 | $477,000 | -0.8% | 4,585 | -0.9% | 0.16% | -1.8% |
| Q2 2021 | $481,000 | -2.2% | 4,626 | -9.6% | 0.17% | -12.1% |
| Q1 2021 | $492,000 | +5.6% | 5,119 | 0.0% | 0.19% | -8.2% |
| Q4 2020 | $466,000 | +1.5% | 5,119 | -10.1% | 0.21% | -9.6% |
| Q3 2020 | $459,000 | +8.8% | 5,694 | 0.0% | 0.23% | +0.4% |
| Q2 2020 | $422,000 | +22.0% | 5,694 | +0.7% | 0.23% | -0.4% |
| Q1 2020 | $346,000 | -20.3% | 5,653 | 0.0% | 0.23% | -6.9% |
| Q4 2019 | $434,000 | +8.2% | 5,653 | 0.0% | 0.25% | +2.1% |
| Q3 2019 | $401,000 | +1.0% | 5,653 | 0.0% | 0.24% | 0.0% |
| Q2 2019 | $397,000 | +3.9% | 5,653 | 0.0% | 0.24% | -1.2% |
| Q1 2019 | $382,000 | +6.4% | 5,653 | -5.9% | 0.24% | -5.4% |
| Q4 2018 | $359,000 | -11.8% | 6,009 | -1.1% | 0.26% | -5.1% |
| Q3 2018 | $407,000 | +20.4% | 6,074 | +16.7% | 0.27% | +9.2% |
| Q2 2018 | $338,000 | +12.7% | 5,205 | +9.4% | 0.25% | +9.2% |
| Q1 2018 | $300,000 | -1.3% | 4,759 | 0.0% | 0.23% | -16.8% |
| Q4 2017 | $304,000 | – | 4,759 | – | 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% |