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 | $507,923 | -3.4% | 10,038 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $525,690 | +4.1% | 10,038 | -3.8% | 0.09% | -10.9% |
| Q1 2023 | $504,886 | +7.1% | 10,438 | 0.0% | 0.10% | -5.6% |
| Q4 2022 | $471,276 | -2.8% | 10,438 | +95.7% | 0.11% | +52.9% |
| Q2 2022 | $485,000 | -10.7% | 5,334 | +2.2% | 0.07% | +1.4% |
| Q1 2022 | $543,000 | -8.6% | 5,219 | 0.0% | 0.07% | -14.8% |
| Q4 2021 | $594,000 | +9.4% | 5,219 | 0.0% | 0.08% | +6.6% |
| Q3 2021 | $543,000 | 0.0% | 5,219 | 0.0% | 0.08% | +10.1% |
| Q2 2021 | $543,000 | +8.4% | 5,219 | 0.0% | 0.07% | -9.2% |
| Q1 2021 | $501,000 | +3.3% | 5,219 | -2.2% | 0.08% | +8.6% |
| Q4 2020 | $485,000 | +12.5% | 5,334 | -0.3% | 0.07% | -4.1% |
| Q3 2020 | $431,000 | +7.2% | 5,350 | -1.3% | 0.07% | -13.1% |
| Q2 2020 | $402,000 | +19.6% | 5,420 | -1.3% | 0.08% | 0.0% |
| Q1 2020 | $336,000 | -23.6% | 5,492 | -4.2% | 0.08% | -10.6% |
| Q4 2019 | $440,000 | +8.4% | 5,732 | +0.0% | 0.09% | -4.1% |
| Q3 2019 | $406,000 | +1.2% | 5,731 | +0.4% | 0.10% | +2.1% |
| Q2 2019 | $401,000 | +4.4% | 5,708 | +0.6% | 0.10% | -4.0% |
| Q1 2019 | $384,000 | +14.3% | 5,673 | +0.7% | 0.10% | -2.0% |
| Q4 2018 | $336,000 | -14.3% | 5,632 | 0.0% | 0.10% | +10.9% |
| Q3 2018 | $392,000 | +11.7% | 5,632 | +4.4% | 0.09% | -2.1% |
| Q2 2018 | $351,000 | +4.2% | 5,397 | +0.9% | 0.09% | +2.2% |
| Q1 2018 | $337,000 | -0.3% | 5,350 | +0.9% | 0.09% | -2.1% |
| Q4 2017 | $338,000 | +5.6% | 5,300 | -0.6% | 0.09% | -3.1% |
| Q3 2017 | $320,000 | +7.7% | 5,332 | +3.6% | 0.10% | +2.1% |
| Q2 2017 | $297,000 | +2.4% | 5,147 | 0.0% | 0.10% | +2.2% |
| Q1 2017 | $290,000 | +5.8% | 5,147 | 0.0% | 0.09% | -3.1% |
| Q4 2016 | $274,000 | +3.0% | 5,147 | 0.0% | 0.10% | 0.0% |
| Q3 2016 | $266,000 | +3.9% | 5,147 | 0.0% | 0.10% | +4.3% |
| Q2 2016 | $256,000 | +2.0% | 5,147 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $251,000 | +0.4% | 5,147 | 0.0% | 0.09% | -2.2% |
| Q4 2015 | $250,000 | +5.9% | 5,147 | 0.0% | 0.09% | +8.1% |
| Q3 2015 | $236,000 | -7.1% | 5,147 | 0.0% | 0.09% | +2.4% |
| Q2 2015 | $254,000 | -0.4% | 5,147 | 0.0% | 0.08% | +1.2% |
| Q1 2015 | $255,000 | -63.2% | 5,147 | -63.6% | 0.08% | -64.2% |
| Q4 2014 | $693,000 | +4.4% | 14,129 | 0.0% | 0.23% | -2.9% |
| Q3 2014 | $664,000 | +57.7% | 14,129 | +57.3% | 0.24% | +58.3% |
| Q2 2014 | $421,000 | +4.7% | 8,982 | 0.0% | 0.15% | +9.4% |
| Q1 2014 | $402,000 | +1.5% | 8,982 | 0.0% | 0.14% | +0.7% |
| Q4 2013 | $396,000 | +9.7% | 8,982 | 0.0% | 0.14% | -2.8% |
| Q3 2013 | $361,000 | +5.2% | 8,982 | 0.0% | 0.14% | +2.2% |
| Q2 2013 | $343,000 | – | 8,982 | – | 0.14% | – |
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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% |