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 | $5,058,114 | -9.9% | 99,963 | -6.7% | 3.33% | -6.7% |
Q2 2023 | $5,613,683 | +6.0% | 107,193 | -2.1% | 3.57% | +2.6% |
Q1 2023 | $5,294,921 | +4.7% | 109,467 | -2.3% | 3.48% | -0.3% |
Q4 2022 | $5,058,586 | +8.1% | 112,040 | +1.4% | 3.49% | -1.9% |
Q3 2022 | $4,679,000 | -1.7% | 110,454 | +3.7% | 3.56% | +7.2% |
Q2 2022 | $4,758,000 | -17.2% | 106,538 | -0.1% | 3.32% | -3.7% |
Q1 2022 | $5,744,000 | -15.1% | 106,659 | +79.6% | 3.45% | -11.5% |
Q4 2021 | $6,762,000 | +7.4% | 59,402 | -1.9% | 3.90% | -0.9% |
Q3 2021 | $6,299,000 | -2.4% | 60,554 | -2.5% | 3.93% | -2.9% |
Q2 2021 | $6,457,000 | -6.6% | 62,104 | -13.8% | 4.05% | -12.3% |
Q1 2021 | $6,915,000 | -18.7% | 72,069 | -23.0% | 4.62% | -25.2% |
Q4 2020 | $8,508,000 | +10.1% | 93,549 | -2.4% | 6.18% | -7.6% |
Q3 2020 | $7,727,000 | +9.5% | 95,830 | +0.6% | 6.69% | +4.8% |
Q2 2020 | $7,057,000 | +23.2% | 95,237 | +1.9% | 6.38% | +5.4% |
Q1 2020 | $5,726,000 | -20.0% | 93,487 | +0.4% | 6.05% | -1.2% |
Q4 2019 | $7,154,000 | – | 93,141 | – | 6.12% | – |
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% |