SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,620,108 | -22.5% | 51,780 | -19.8% | 1.17% | -25.0% |
| Q2 2023 | $3,382,901 | +7.4% | 64,596 | -0.8% | 1.57% | +3.0% |
| Q1 2023 | $3,150,842 | +107768.6% | 65,140 | +0.7% | 1.52% | -3.4% |
| Q4 2022 | $2,921 | -99.9% | 64,701 | +1.1% | 1.58% | -23.1% |
| Q3 2022 | $2,709,000 | -1.8% | 63,977 | +3.5% | 2.05% | +2.1% |
| Q2 2022 | $2,759,000 | -20.6% | 61,785 | -4.2% | 2.00% | -14.5% |
| Q1 2022 | $3,474,000 | -14.2% | 64,514 | +81.2% | 2.34% | -14.4% |
| Q4 2021 | $4,051,000 | +11.0% | 35,595 | +1.5% | 2.74% | +3.4% |
| Q3 2021 | $3,648,000 | +1.8% | 35,065 | +1.7% | 2.65% | +16.0% |
| Q2 2021 | $3,585,000 | +15.6% | 34,478 | +6.7% | 2.28% | +13.2% |
| Q1 2021 | $3,102,000 | +5.8% | 32,302 | +0.1% | 2.02% | -2.2% |
| Q4 2020 | $2,933,000 | -29.3% | 32,254 | -37.3% | 2.06% | -25.3% |
| Q3 2020 | $4,148,000 | +2.9% | 51,446 | -5.5% | 2.76% | -3.0% |
| Q2 2020 | $4,032,000 | +29.0% | 54,413 | +6.7% | 2.84% | +13.4% |
| Q1 2020 | $3,125,000 | -35.9% | 51,020 | -19.7% | 2.51% | -28.1% |
| Q4 2019 | $4,878,000 | -59.7% | 63,504 | -62.8% | 3.49% | -57.0% |
| Q3 2019 | $12,101,000 | +0.8% | 170,608 | -0.3% | 8.11% | +0.8% |
| Q2 2019 | $12,007,000 | +34.4% | 171,062 | +29.5% | 8.05% | +6.6% |
| Q1 2019 | $8,933,000 | +25.4% | 132,128 | +10.7% | 7.55% | +20.9% |
| Q4 2018 | $7,123,000 | – | 119,316 | – | 6.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |