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 | $54,936,150 | +17.9% | 1,085,695 | +22.0% | 0.71% | +22.1% |
| Q2 2023 | $46,607,801 | +13.9% | 889,971 | +5.2% | 0.58% | +6.4% |
| Q1 2023 | $40,924,870 | +4.2% | 846,080 | -2.8% | 0.54% | +1.3% |
| Q4 2022 | $39,292,184 | +4.9% | 870,259 | -1.6% | 0.54% | -3.4% |
| Q3 2022 | $37,460,000 | -5.7% | 884,529 | -0.6% | 0.56% | -1.6% |
| Q2 2022 | $39,735,000 | -17.3% | 889,719 | -0.3% | 0.56% | -5.4% |
| Q1 2022 | $48,066,000 | -3.1% | 892,596 | +105.0% | 0.60% | -1.8% |
| Q4 2021 | $49,579,000 | +13.6% | 435,514 | +3.8% | 0.61% | +3.8% |
| Q3 2021 | $43,652,000 | +4.1% | 419,611 | +4.1% | 0.58% | +0.9% |
| Q2 2021 | $41,916,000 | +9.2% | 403,152 | +0.8% | 0.58% | +0.5% |
| Q1 2021 | $38,398,000 | +16.3% | 399,857 | +10.2% | 0.58% | +4.9% |
| Q4 2020 | $33,013,000 | +26.8% | 362,982 | +12.4% | 0.55% | +14.1% |
| Q3 2020 | $26,030,000 | +9.3% | 322,838 | +0.4% | 0.48% | 0.0% |
| Q2 2020 | $23,824,000 | +22.4% | 321,510 | +1.1% | 0.48% | +11.8% |
| Q1 2020 | $19,469,000 | -25.1% | 317,867 | -6.1% | 0.43% | -11.9% |
| Q4 2019 | $25,996,000 | +8.5% | 338,441 | +0.2% | 0.49% | +2.5% |
| Q3 2019 | $23,965,000 | +9.0% | 337,872 | +7.7% | 0.48% | +4.8% |
| Q2 2019 | $21,993,000 | +4.8% | 313,614 | +1.1% | 0.46% | +1.6% |
| Q1 2019 | $20,980,000 | +20.3% | 310,181 | +5.8% | 0.45% | +5.7% |
| Q4 2018 | $17,442,000 | -4.3% | 293,202 | +11.8% | 0.42% | +4.7% |
| Q3 2018 | $18,230,000 | -7.8% | 262,201 | -13.8% | 0.40% | -16.5% |
| Q2 2018 | $19,770,000 | +16.7% | 304,160 | +13.2% | 0.48% | +12.0% |
| Q1 2018 | $16,948,000 | +6.6% | 268,680 | +7.7% | 0.43% | +9.1% |
| Q4 2017 | $15,904,000 | +7.6% | 249,357 | +1.3% | 0.40% | +1.5% |
| Q3 2017 | $14,785,000 | +12.5% | 246,258 | +8.2% | 0.39% | +6.8% |
| Q2 2017 | $13,147,000 | +33.3% | 227,590 | +29.8% | 0.37% | +28.4% |
| Q1 2017 | $9,864,000 | +67.6% | 175,313 | +58.7% | 0.28% | +57.5% |
| Q4 2016 | $5,885,000 | +60.7% | 110,499 | +55.8% | 0.18% | +54.7% |
| Q3 2016 | $3,661,000 | +91.6% | 70,934 | +84.7% | 0.12% | +85.7% |
| Q2 2016 | $1,911,000 | +6.9% | 38,404 | +4.9% | 0.06% | 0.0% |
| Q1 2016 | $1,787,000 | +252.5% | 36,609 | +250.1% | 0.06% | +250.0% |
| Q4 2015 | $507,000 | – | 10,458 | – | 0.02% | – |
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% |