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 | $10,088,512 | +8.2% | 199,378 | +12.0% | 0.02% | +13.3% |
| Q2 2023 | $9,323,641 | +7.7% | 178,034 | -0.6% | 0.02% | +7.1% |
| Q1 2023 | $8,660,216 | +6.8% | 179,041 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $8,109,355 | +1260.6% | 179,603 | +1175.4% | 0.01% | +1300.0% |
| Q3 2022 | $596,000 | -5.2% | 14,082 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $629,000 | +3.6% | 14,082 | +25.0% | 0.00% | 0.0% |
| Q1 2022 | $607,000 | -5.3% | 11,266 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $641,000 | +34.4% | 5,633 | +22.8% | 0.00% | 0.0% |
| Q3 2021 | $477,000 | 0.0% | 4,587 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $477,000 | +8.4% | 4,587 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $440,000 | +5.5% | 4,587 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $417,000 | -3.0% | 4,587 | -14.0% | 0.00% | 0.0% |
| Q3 2020 | $430,000 | +12.9% | 5,335 | +3.8% | 0.00% | 0.0% |
| Q2 2020 | $381,000 | +21.0% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $315,000 | -20.3% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $395,000 | +8.2% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $365,000 | +1.1% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $361,000 | +3.7% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $348,000 | +13.4% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $307,000 | -14.2% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $358,000 | +7.2% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $334,000 | +3.1% | 5,142 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $324,000 | -21.5% | 5,142 | -20.5% | 0.00% | 0.0% |
| Q4 2017 | $413,000 | +6.4% | 6,468 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $388,000 | – | 6,468 | – | 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% |