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 | $838,608 | +18.8% | 16,573 | +22.9% | 0.00% | 0.0% |
| Q2 2023 | $706,170 | +28.2% | 13,484 | +18.4% | 0.00% | +50.0% |
| Q1 2023 | $550,850 | -9.3% | 11,388 | -15.3% | 0.00% | -33.3% |
| Q4 2022 | $607,329 | -19.6% | 13,451 | -24.6% | 0.00% | 0.0% |
| Q3 2022 | $755,000 | -10.2% | 17,836 | -5.3% | 0.00% | -25.0% |
| Q2 2022 | $841,000 | -26.7% | 18,835 | -11.6% | 0.00% | 0.0% |
| Q1 2022 | $1,147,000 | +34.5% | 21,308 | +184.4% | 0.00% | +33.3% |
| Q4 2021 | $853,000 | +59.1% | 7,491 | +45.3% | 0.00% | +50.0% |
| Q3 2021 | $536,000 | +103.0% | 5,154 | +103.3% | 0.00% | +100.0% |
| Q2 2021 | $264,000 | +4.3% | 2,535 | -3.9% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | -63.1% | 2,637 | -65.0% | 0.00% | -66.7% |
| Q4 2020 | $685,000 | +2.5% | 7,535 | -9.0% | 0.00% | 0.0% |
| Q3 2020 | $668,000 | +24.2% | 8,284 | +14.1% | 0.00% | 0.0% |
| Q2 2020 | $538,000 | +10.2% | 7,260 | -8.8% | 0.00% | 0.0% |
| Q1 2020 | $488,000 | -28.1% | 7,963 | -9.9% | 0.00% | 0.0% |
| Q4 2019 | $679,000 | +388.5% | 8,839 | +351.4% | 0.00% | +200.0% |
| Q3 2019 | $139,000 | +1.5% | 1,958 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $137,000 | -19.4% | 1,958 | -22.1% | 0.00% | 0.0% |
| Q1 2019 | $170,000 | -48.9% | 2,515 | -54.9% | 0.00% | -50.0% |
| Q4 2018 | $333,000 | +306.1% | 5,582 | +373.5% | 0.00% | +100.0% |
| Q3 2018 | $82,000 | +6.5% | 1,179 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $77,000 | -6.1% | 1,180 | -9.0% | 0.00% | 0.0% |
| Q1 2018 | $82,000 | – | 1,297 | – | 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% |