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 | $26,458,905 | +1.5% | 522,904 | +5.1% | 0.00% | 0.0% |
| Q2 2023 | $26,056,116 | +7.4% | 497,539 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $24,253,195 | +97161.8% | 501,401 | -9.2% | 0.00% | 0.0% |
| Q4 2022 | $24,936 | -89.6% | 552,280 | +9697.4% | 0.00% | – |
| Q3 2022 | $239,000 | -19.0% | 5,637 | -14.4% | 0.00% | – |
| Q2 2022 | $295,000 | -22.6% | 6,587 | -6.9% | 0.00% | – |
| Q1 2022 | $381,000 | +6.7% | 7,078 | +125.3% | 0.00% | – |
| Q4 2021 | $357,000 | +21.4% | 3,142 | +11.2% | 0.00% | – |
| Q3 2021 | $294,000 | +31.2% | 2,825 | +31.1% | 0.00% | – |
| Q2 2021 | $224,000 | +9.3% | 2,155 | +0.7% | 0.00% | – |
| Q1 2021 | $205,000 | +17.8% | 2,141 | +12.2% | 0.00% | – |
| Q4 2020 | $174,000 | +15.2% | 1,909 | +0.9% | 0.00% | – |
| Q3 2020 | $151,000 | +174.5% | 1,892 | +155.0% | 0.00% | – |
| Q2 2020 | $55,000 | 0.0% | 742 | -18.0% | 0.00% | – |
| Q1 2020 | $55,000 | +57.1% | 905 | +97.2% | 0.00% | – |
| Q4 2019 | $35,000 | +6.1% | 459 | 0.0% | 0.00% | – |
| Q3 2019 | $33,000 | +3.1% | 459 | 0.0% | 0.00% | – |
| Q2 2019 | $32,000 | +60.0% | 459 | +53.0% | 0.00% | – |
| Q1 2019 | $20,000 | -99.3% | 300 | -99.3% | 0.00% | -100.0% |
| Q4 2018 | $2,721,000 | +2025.8% | 45,588 | +2376.3% | 0.00% | – |
| Q3 2018 | $128,000 | +1180.0% | 1,841 | +934.3% | 0.00% | – |
| Q1 2017 | $10,000 | +25.0% | 178 | +14.1% | 0.00% | – |
| Q2 2016 | $8,000 | – | 156 | – | 0.00% | – |
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% |