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 | $3,846,931 | -3.5% | 76,026 | -0.1% | 0.95% | +0.2% |
Q2 2023 | $3,985,016 | +8.4% | 76,093 | +0.1% | 0.95% | +2.0% |
Q1 2023 | $3,676,227 | +7.2% | 76,002 | +0.1% | 0.93% | -0.6% |
Q4 2022 | $3,428,780 | -4.6% | 75,942 | -10.7% | 0.94% | -25.0% |
Q3 2022 | $3,593,000 | -12.4% | 85,045 | -7.4% | 1.25% | -13.8% |
Q2 2022 | $4,102,000 | -19.0% | 91,844 | -2.3% | 1.45% | -8.3% |
Q1 2022 | $5,063,000 | -4.8% | 94,029 | +101.3% | 1.58% | -2.5% |
Q4 2021 | $5,317,000 | +8.4% | 46,711 | -0.9% | 1.62% | -2.3% |
Q3 2021 | $4,903,000 | -1.4% | 47,127 | -1.5% | 1.66% | -4.9% |
Q2 2021 | $4,974,000 | +14.8% | 47,844 | +6.1% | 1.74% | +0.9% |
Q1 2021 | $4,331,000 | +2.0% | 45,097 | -3.4% | 1.73% | -8.4% |
Q4 2020 | $4,244,000 | -0.5% | 46,665 | -11.8% | 1.89% | -15.9% |
Q3 2020 | $4,265,000 | +18.3% | 52,901 | +8.8% | 2.24% | +11.7% |
Q2 2020 | $3,604,000 | +26.0% | 48,636 | +4.1% | 2.01% | +3.8% |
Q1 2020 | $2,861,000 | -2.8% | 46,703 | +21.9% | 1.94% | +16.0% |
Q4 2019 | $2,942,000 | +38.0% | 38,298 | +27.4% | 1.67% | +27.6% |
Q3 2019 | $2,132,000 | +9.3% | 30,058 | +8.2% | 1.31% | +4.4% |
Q2 2019 | $1,951,000 | +13.7% | 27,790 | +9.5% | 1.25% | +6.8% |
Q1 2019 | $1,716,000 | +91.9% | 25,381 | +69.5% | 1.17% | +61.2% |
Q4 2018 | $894,000 | – | 14,976 | – | 0.73% | – |
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% |