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 | $14,856,258 | -4.3% | 293,602 | -0.9% | 4.57% | -0.5% |
| Q2 2023 | $15,520,617 | +6.3% | 296,365 | -1.8% | 4.60% | -4.1% |
| Q1 2023 | $14,597,948 | +7.0% | 301,798 | -0.1% | 4.79% | -2.9% |
| Q4 2022 | $13,646,186 | +6.0% | 302,241 | -0.6% | 4.93% | -4.9% |
| Q3 2022 | $12,874,000 | +0.3% | 303,986 | +5.7% | 5.19% | +2.6% |
| Q2 2022 | $12,840,000 | -17.6% | 287,500 | -0.7% | 5.06% | +2.8% |
| Q1 2022 | $15,587,000 | -15.3% | 289,446 | +79.0% | 4.92% | -20.6% |
| Q4 2021 | $18,404,000 | +37.1% | 161,691 | +25.3% | 6.20% | -3.8% |
| Q3 2021 | $13,423,000 | -19.6% | 129,032 | -19.6% | 6.45% | -1.1% |
| Q2 2021 | $16,685,000 | +6.9% | 160,483 | -1.3% | 6.52% | -1.6% |
| Q1 2021 | $15,615,000 | +7.3% | 162,608 | +1.6% | 6.63% | -0.8% |
| Q4 2020 | $14,557,000 | +12.0% | 160,057 | -0.7% | 6.68% | -8.3% |
| Q3 2020 | $12,995,000 | +13.8% | 161,174 | +4.5% | 7.28% | -2.3% |
| Q2 2020 | $11,424,000 | +12.5% | 154,174 | -7.0% | 7.46% | -3.3% |
| Q1 2020 | $10,157,000 | -14.2% | 165,828 | +7.5% | 7.71% | -10.1% |
| Q4 2019 | $11,844,000 | +14.1% | 154,199 | +5.0% | 8.58% | +12.1% |
| Q3 2019 | $10,381,000 | +6.3% | 146,803 | +5.5% | 7.65% | -8.0% |
| Q2 2019 | $9,764,000 | +4.2% | 139,111 | +0.4% | 8.32% | -0.7% |
| Q1 2019 | $9,368,000 | +14.6% | 138,556 | -3.0% | 8.38% | +30.2% |
| Q4 2018 | $8,172,000 | – | 142,805 | – | 6.44% | – |
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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% |