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 | $838,240 | -3.7% | 16,566 | -0.3% | 0.12% | +1.7% |
| Q2 2023 | $870,494 | +8.3% | 16,622 | 0.0% | 0.12% | +2.7% |
| Q1 2023 | $804,000 | +137571.2% | 16,622 | +28.4% | 0.11% | +38.3% |
| Q4 2022 | $584 | -99.9% | 12,944 | -1.1% | 0.08% | -2.4% |
| Q3 2022 | $555,000 | -6.2% | 13,094 | -1.3% | 0.08% | +1.2% |
| Q2 2022 | $592,000 | -17.1% | 13,264 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $714,000 | -5.4% | 13,264 | +100.0% | 0.08% | -2.4% |
| Q4 2021 | $755,000 | +4.4% | 6,632 | -4.5% | 0.08% | -2.3% |
| Q3 2021 | $723,000 | +0.1% | 6,947 | 0.0% | 0.09% | +2.4% |
| Q2 2021 | $722,000 | +5.6% | 6,947 | -2.5% | 0.08% | -1.2% |
| Q1 2021 | $684,000 | +1.0% | 7,122 | -4.4% | 0.08% | -6.6% |
| Q4 2020 | $677,000 | +11.0% | 7,447 | -1.5% | 0.09% | -1.1% |
| Q3 2020 | $610,000 | +7.4% | 7,563 | -1.3% | 0.09% | 0.0% |
| Q2 2020 | $568,000 | +20.6% | 7,663 | -0.3% | 0.09% | +2.2% |
| Q1 2020 | $471,000 | -20.0% | 7,685 | +0.3% | 0.09% | +4.7% |
| Q4 2019 | $589,000 | +7.5% | 7,664 | -0.8% | 0.09% | -1.1% |
| Q3 2019 | $548,000 | +1.1% | 7,729 | 0.0% | 0.09% | +1.2% |
| Q2 2019 | $542,000 | +2.5% | 7,729 | -1.3% | 0.09% | 0.0% |
| Q1 2019 | $529,000 | +14.8% | 7,829 | +1.4% | 0.09% | +3.6% |
| Q4 2018 | $461,000 | -14.2% | 7,724 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $537,000 | +4.3% | 7,724 | -2.5% | 0.08% | -1.2% |
| Q2 2018 | $515,000 | -4.8% | 7,924 | -7.7% | 0.08% | -5.6% |
| Q1 2018 | $541,000 | +4.8% | 8,584 | +6.1% | 0.09% | +11.2% |
| Q4 2017 | $516,000 | +1.2% | 8,094 | -4.7% | 0.08% | -2.4% |
| Q3 2017 | $510,000 | +4.5% | 8,494 | +0.7% | 0.08% | 0.0% |
| Q2 2017 | $488,000 | +5.2% | 8,439 | +2.4% | 0.08% | -1.2% |
| Q1 2017 | $464,000 | +5.7% | 8,239 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $439,000 | +0.7% | 8,239 | -2.4% | 0.08% | +1.2% |
| Q3 2016 | $436,000 | +3.8% | 8,439 | -0.1% | 0.08% | +1.2% |
| Q2 2016 | $420,000 | +1.0% | 8,444 | -0.9% | 0.08% | -8.0% |
| Q1 2016 | $416,000 | -1.7% | 8,519 | -2.3% | 0.09% | -2.2% |
| Q4 2015 | $423,000 | +7.4% | 8,719 | +1.2% | 0.09% | +4.7% |
| Q3 2015 | $394,000 | -10.0% | 8,619 | -2.9% | 0.09% | -1.1% |
| Q2 2015 | $438,000 | -0.5% | 8,879 | 0.0% | 0.09% | +2.4% |
| Q1 2015 | $440,000 | +6.3% | 8,879 | +5.2% | 0.08% | +9.0% |
| Q4 2014 | $414,000 | +20.7% | 8,439 | +15.5% | 0.08% | +16.4% |
| Q3 2014 | $343,000 | +8.5% | 7,304 | +8.4% | 0.07% | +11.7% |
| Q2 2014 | $316,000 | -2.8% | 6,738 | -7.4% | 0.06% | -7.7% |
| Q1 2014 | $325,000 | +36.6% | 7,275 | +34.8% | 0.06% | +32.7% |
| Q4 2013 | $238,000 | +12.8% | 5,395 | +2.9% | 0.05% | +4.3% |
| Q3 2013 | $211,000 | – | 5,245 | – | 0.05% | – |
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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% |