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 | $714,270 | -3.4% | 14,116 | 0.0% | 0.18% | -2.6% |
| Q2 2023 | $739,255 | +8.3% | 14,116 | 0.0% | 0.19% | +2.7% |
| Q1 2023 | $682,791 | +7.1% | 14,116 | 0.0% | 0.18% | +10.1% |
| Q4 2022 | $637,337 | +6.6% | 14,116 | 0.0% | 0.17% | -1.2% |
| Q3 2022 | $597,813 | -5.2% | 14,116 | 0.0% | 0.17% | -3.4% |
| Q2 2022 | $630,421 | -17.1% | 14,116 | 0.0% | 0.18% | -6.4% |
| Q1 2022 | $760,147 | -5.4% | 14,116 | +100.0% | 0.19% | -8.7% |
| Q4 2021 | $803,342 | +9.4% | 7,058 | 0.0% | 0.21% | -1.9% |
| Q3 2021 | $734,244 | +0.1% | 7,058 | 0.0% | 0.21% | -1.4% |
| Q2 2021 | $733,820 | +8.3% | 7,058 | 0.0% | 0.21% | -3.2% |
| Q1 2021 | $677,780 | +5.6% | 7,058 | 0.0% | 0.22% | -3.1% |
| Q4 2020 | $641,925 | +13.7% | 7,058 | +0.8% | 0.23% | -0.9% |
| Q3 2020 | $564,410 | +8.7% | 7,000 | -0.1% | 0.23% | -4.6% |
| Q2 2020 | $519,000 | +21.0% | 7,008 | 0.0% | 0.24% | +5.3% |
| Q1 2020 | $429,000 | -20.3% | 7,008 | 0.0% | 0.23% | -2.1% |
| Q4 2019 | $538,000 | -3.8% | 7,008 | -11.0% | 0.23% | -11.4% |
| Q3 2019 | $559,000 | -70.4% | 7,874 | -70.8% | 0.26% | -67.6% |
| Q2 2019 | $1,891,000 | +69.6% | 26,940 | +63.3% | 0.81% | +37.7% |
| Q1 2019 | $1,115,000 | +166.7% | 16,499 | +135.7% | 0.59% | +128.3% |
| Q4 2018 | $418,000 | – | 7,000 | – | 0.26% | – |
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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% |