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 | $1,052,936 | -14.0% | 20,809 | -11.0% | 0.01% | -7.7% |
| Q2 2023 | $1,224,974 | +127634.5% | 23,391 | +18.0% | 0.01% | +30.0% |
| Q1 2023 | $959 | +4.1% | 19,826 | -2.8% | 0.01% | 0.0% |
| Q4 2022 | $921 | -99.9% | 20,407 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $867,000 | -42.9% | 20,489 | -39.7% | 0.01% | -41.2% |
| Q2 2022 | $1,519,000 | -17.7% | 33,966 | -0.8% | 0.02% | -5.6% |
| Q1 2022 | $1,845,000 | -47.7% | 34,244 | +0.9% | 0.02% | +5.9% |
| Q3 2021 | $3,526,000 | +99.1% | 33,924 | +99.2% | 0.02% | 0.0% |
| Q2 2021 | $1,771,000 | +9.4% | 17,028 | +0.8% | 0.02% | +6.2% |
| Q1 2021 | $1,619,000 | +11.0% | 16,887 | +5.2% | 0.02% | 0.0% |
| Q4 2020 | $1,459,000 | +13.2% | 16,053 | +0.2% | 0.02% | -11.1% |
| Q3 2020 | $1,289,000 | +17.7% | 16,028 | +8.4% | 0.02% | 0.0% |
| Q2 2020 | $1,095,000 | -4.5% | 14,786 | -21.0% | 0.02% | -21.7% |
| Q1 2020 | $1,146,000 | -22.5% | 18,716 | -2.9% | 0.02% | 0.0% |
| Q4 2019 | $1,479,000 | +7.1% | 19,268 | -1.2% | 0.02% | +9.5% |
| Q3 2019 | $1,381,000 | -1.4% | 19,503 | -2.4% | 0.02% | 0.0% |
| Q2 2019 | $1,400,000 | +6.8% | 19,984 | +3.3% | 0.02% | +5.0% |
| Q1 2019 | $1,311,000 | -1.9% | 19,349 | -13.6% | 0.02% | -13.0% |
| Q4 2018 | $1,337,000 | -17.0% | 22,402 | -3.2% | 0.02% | -4.2% |
| Q3 2018 | $1,610,000 | +8.6% | 23,151 | +1.4% | 0.02% | +4.3% |
| Q2 2018 | $1,483,000 | – | 22,822 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |