SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,622,501 | -3.5% | 190,168 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $9,974,547 | +8.0% | 190,463 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $9,236,590 | +81.7% | 190,957 | +69.6% | 0.00% | +100.0% |
| Q4 2022 | $5,083,168 | +3.2% | 112,584 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $4,925,000 | -5.5% | 116,294 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $5,213,000 | -17.6% | 116,733 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $6,323,000 | -7.5% | 117,418 | +95.5% | 0.00% | 0.0% |
| Q4 2021 | $6,835,000 | +215.4% | 60,053 | +188.4% | 0.00% | – |
| Q3 2021 | $2,167,000 | +1.1% | 20,826 | +1.0% | 0.00% | – |
| Q2 2021 | $2,144,000 | +86.9% | 20,626 | +72.7% | 0.00% | – |
| Q1 2021 | $1,147,000 | +10.4% | 11,942 | +4.5% | 0.00% | – |
| Q4 2020 | $1,039,000 | +22.8% | 11,426 | +8.9% | 0.00% | – |
| Q3 2020 | $846,000 | +8.0% | 10,491 | -0.8% | 0.00% | – |
| Q2 2020 | $783,000 | +5.5% | 10,572 | -12.8% | 0.00% | – |
| Q1 2020 | $742,000 | -30.2% | 12,118 | -12.4% | 0.00% | – |
| Q4 2019 | $1,063,000 | +52.3% | 13,834 | +40.7% | 0.00% | – |
| Q3 2019 | $698,000 | -6.9% | 9,834 | -8.0% | 0.00% | – |
| Q2 2019 | $750,000 | -11.1% | 10,685 | -14.4% | 0.00% | – |
| Q1 2019 | $844,000 | +28.5% | 12,485 | +13.4% | 0.00% | – |
| Q4 2018 | $657,000 | -16.0% | 11,012 | -2.1% | 0.00% | – |
| Q3 2018 | $782,000 | +7.0% | 11,248 | 0.0% | 0.00% | – |
| Q2 2018 | $731,000 | +3.0% | 11,248 | 0.0% | 0.00% | – |
| Q1 2018 | $710,000 | -1.0% | 11,248 | 0.0% | 0.00% | – |
| Q4 2017 | $717,000 | +67.1% | 11,248 | +57.4% | 0.00% | – |
| Q3 2017 | $429,000 | +10.9% | 7,148 | +6.8% | 0.00% | – |
| Q2 2017 | $387,000 | -4.4% | 6,695 | -6.9% | 0.00% | – |
| Q1 2017 | $405,000 | – | 7,195 | – | 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% |