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 | $1,829,949 | +27.8% | 36,165 | +32.3% | 0.09% | +33.3% |
| Q2 2023 | $1,431,692 | +8.2% | 27,338 | -0.1% | 0.07% | +1.5% |
| Q1 2023 | $1,323,307 | +24.8% | 27,358 | +16.5% | 0.07% | +17.2% |
| Q4 2022 | $1,060,393 | +153.7% | 23,486 | +138.2% | 0.06% | +132.0% |
| Q3 2022 | $418,000 | +298.1% | 9,861 | +317.5% | 0.02% | +316.7% |
| Q2 2022 | $105,000 | -17.3% | 2,362 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $127,000 | -14.2% | 2,362 | +82.1% | 0.01% | -14.3% |
| Q4 2021 | $148,000 | +4.2% | 1,297 | -5.2% | 0.01% | 0.0% |
| Q3 2021 | $142,000 | 0.0% | 1,368 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $142,000 | +25.7% | 1,367 | +16.1% | 0.01% | +16.7% |
| Q1 2021 | $113,000 | +71.2% | 1,177 | +61.9% | 0.01% | +50.0% |
| Q4 2020 | $66,000 | +20.0% | 727 | +5.8% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +19.6% | 687 | +11.3% | 0.00% | +33.3% |
| Q2 2020 | $46,000 | -47.7% | 617 | -57.1% | 0.00% | -57.1% |
| Q1 2020 | $88,000 | +120.0% | 1,437 | +175.8% | 0.01% | +133.3% |
| Q4 2019 | $40,000 | +700.0% | 521 | +431.6% | 0.00% | +200.0% |
| Q4 2015 | $5,000 | -72.2% | 98 | -73.9% | 0.00% | -50.0% |
| Q4 2014 | $18,000 | – | 375 | – | 0.00% | – |
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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% |