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 | $20,635,624 | +57.3% | 407,820 | +62.8% | 0.03% | +61.1% |
| Q2 2023 | $13,116,265 | +4.7% | 250,455 | -3.3% | 0.02% | 0.0% |
| Q1 2023 | $12,526,745 | +10.3% | 258,978 | +2.9% | 0.02% | +5.9% |
| Q4 2022 | $11,361,549 | +3.2% | 251,641 | -3.2% | 0.02% | -5.6% |
| Q3 2022 | $11,008,000 | -2.4% | 259,930 | +3.0% | 0.02% | 0.0% |
| Q2 2022 | $11,275,000 | -60.2% | 252,444 | -52.0% | 0.02% | -53.8% |
| Q1 2022 | $28,324,000 | -18.0% | 525,986 | +73.3% | 0.04% | -15.2% |
| Q4 2021 | $34,556,000 | +11.6% | 303,598 | +2.0% | 0.05% | +2.2% |
| Q3 2021 | $30,963,000 | +21.0% | 297,626 | +21.0% | 0.04% | +18.4% |
| Q2 2021 | $25,579,000 | +8.7% | 246,032 | +0.4% | 0.04% | -2.6% |
| Q1 2021 | $23,525,000 | +9.2% | 244,974 | +3.4% | 0.04% | +2.6% |
| Q4 2020 | $21,539,000 | +25.0% | 236,824 | +10.8% | 0.04% | +8.6% |
| Q3 2020 | $17,232,000 | +28.1% | 213,730 | +17.7% | 0.04% | +12.9% |
| Q2 2020 | $13,453,000 | +96.3% | 181,550 | +62.3% | 0.03% | +63.2% |
| Q1 2020 | $6,854,000 | +42.4% | 111,832 | +78.5% | 0.02% | +90.0% |
| Q4 2019 | $4,812,000 | +70.7% | 62,649 | +57.4% | 0.01% | +42.9% |
| Q3 2019 | $2,819,000 | +40.7% | 39,804 | +39.2% | 0.01% | +40.0% |
| Q2 2019 | $2,004,000 | +80.4% | 28,593 | +74.2% | 0.01% | +66.7% |
| Q1 2019 | $1,111,000 | +41.9% | 16,415 | +25.3% | 0.00% | 0.0% |
| Q4 2018 | $783,000 | -5.2% | 13,100 | +10.3% | 0.00% | +50.0% |
| Q3 2018 | $826,000 | +0.1% | 11,881 | -6.4% | 0.00% | -33.3% |
| Q2 2018 | $825,000 | -14.8% | 12,700 | -16.0% | 0.00% | 0.0% |
| Q4 2017 | $968,000 | +83.0% | 15,115 | +71.3% | 0.00% | +50.0% |
| Q3 2017 | $529,000 | +133.0% | 8,825 | +106.7% | 0.00% | +100.0% |
| Q4 2016 | $227,000 | -30.8% | 4,270 | -35.2% | 0.00% | -50.0% |
| Q2 2016 | $328,000 | -1.5% | 6,592 | -3.3% | 0.00% | 0.0% |
| Q1 2016 | $333,000 | +57.1% | 6,819 | +56.4% | 0.00% | +100.0% |
| Q4 2015 | $212,000 | – | 4,360 | – | 0.00% | – |
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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% |