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 | $403,156 | -4.5% | 7,968 | -1.2% | 0.07% | +1.4% |
| Q2 2023 | $422,358 | -2.4% | 8,065 | -9.9% | 0.07% | -5.5% |
| Q1 2023 | $432,955 | -0.7% | 8,951 | -7.3% | 0.07% | -3.9% |
| Q4 2022 | $435,842 | +3.8% | 9,653 | -2.7% | 0.08% | -6.2% |
| Q3 2022 | $420,000 | -5.0% | 9,919 | +0.3% | 0.08% | 0.0% |
| Q2 2022 | $442,000 | -17.8% | 9,892 | -1.0% | 0.08% | -5.8% |
| Q1 2022 | $538,000 | -5.8% | 9,992 | +99.2% | 0.09% | +1.2% |
| Q4 2021 | $571,000 | +4.6% | 5,017 | -4.5% | 0.08% | -4.5% |
| Q3 2021 | $546,000 | +0.2% | 5,252 | +0.2% | 0.09% | +2.3% |
| Q2 2021 | $545,000 | +3.2% | 5,242 | -4.6% | 0.09% | +1.2% |
| Q1 2021 | $528,000 | +7.1% | 5,497 | +1.5% | 0.09% | +3.6% |
| Q4 2020 | $493,000 | +23.2% | 5,418 | +9.2% | 0.08% | +15.3% |
| Q3 2020 | $400,000 | +9.6% | 4,961 | +0.8% | 0.07% | +4.3% |
| Q2 2020 | $365,000 | +11.3% | 4,922 | -8.2% | 0.07% | -2.8% |
| Q1 2020 | $328,000 | -10.1% | 5,359 | +12.6% | 0.07% | +16.4% |
| Q4 2019 | $365,000 | +10.6% | 4,758 | +2.3% | 0.06% | +5.2% |
| Q3 2019 | $330,000 | +4.4% | 4,650 | +3.3% | 0.06% | +1.8% |
| Q2 2019 | $316,000 | +4.6% | 4,502 | +0.8% | 0.06% | +3.6% |
| Q1 2019 | $302,000 | +14.8% | 4,467 | +1.2% | 0.06% | +1.9% |
| Q4 2018 | $263,000 | -10.8% | 4,412 | +4.1% | 0.05% | 0.0% |
| Q3 2018 | $295,000 | +7.3% | 4,239 | +0.3% | 0.05% | +3.8% |
| Q2 2018 | $275,000 | +3.0% | 4,228 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $267,000 | +0.8% | 4,228 | +1.6% | 0.05% | +10.6% |
| Q4 2017 | $265,000 | +6.4% | 4,161 | +0.4% | 0.05% | +4.4% |
| Q3 2017 | $249,000 | +4.6% | 4,144 | +0.4% | 0.04% | +2.3% |
| Q2 2017 | $238,000 | +6.7% | 4,127 | +4.2% | 0.04% | +7.3% |
| Q1 2017 | $223,000 | +1.4% | 3,961 | -4.2% | 0.04% | -2.4% |
| Q4 2016 | $220,000 | +8.4% | 4,134 | +5.0% | 0.04% | +5.0% |
| Q3 2016 | $203,000 | -7.7% | 3,936 | -18.1% | 0.04% | -18.4% |
| Q3 2015 | $220,000 | – | 4,803 | – | 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% |