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 | $140,668 | +1.9% | 2,780 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $138,100 | -13.7% | 2,637 | -20.3% | 0.00% | 0.0% |
| Q1 2023 | $159,960 | +38.5% | 3,307 | +29.3% | 0.00% | 0.0% |
| Q4 2022 | $115,494 | +6.9% | 2,558 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $108,000 | -25.5% | 2,558 | -21.0% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -16.7% | 3,236 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $174,000 | +19.2% | 3,236 | +153.0% | 0.00% | 0.0% |
| Q4 2021 | $146,000 | -1.4% | 1,279 | -10.2% | 0.00% | 0.0% |
| Q3 2021 | $148,000 | -9.8% | 1,425 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $164,000 | +33.3% | 1,574 | +23.1% | 0.00% | 0.0% |
| Q1 2021 | $123,000 | +6.0% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $116,000 | +12.6% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $103,000 | +8.4% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $95,000 | +163.9% | 1,279 | +115.3% | 0.00% | – |
| Q1 2020 | $36,000 | -82.7% | 594 | -78.0% | 0.00% | -100.0% |
| Q4 2019 | $208,000 | +395.2% | 2,703 | +355.1% | 0.00% | – |
| Q3 2019 | $42,000 | +44.8% | 594 | +42.1% | 0.00% | – |
| Q2 2019 | $29,000 | +20.8% | 418 | +21.2% | 0.00% | – |
| Q3 2018 | $24,000 | 0.0% | 345 | -5.5% | 0.00% | – |
| Q2 2018 | $24,000 | +4.3% | 365 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | -82.0% | 365 | -86.0% | 0.00% | -100.0% |
| Q2 2015 | $128,000 | -0.8% | 2,604 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $129,000 | – | 2,604 | – | 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% |