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 | $21,363 | -5.3% | 422,185 | -1.9% | 7.29% | +2.0% |
| Q2 2023 | $22,549 | +1.7% | 430,577 | -6.0% | 7.15% | -3.2% |
| Q1 2023 | $22,166 | -0.8% | 458,262 | -7.4% | 7.38% | -9.3% |
| Q4 2022 | $22,342 | -99.9% | 494,830 | +1.1% | 8.14% | +7.4% |
| Q3 2022 | $20,726,000 | -7.3% | 489,401 | -2.2% | 7.58% | +3.8% |
| Q2 2022 | $22,357,000 | -14.9% | 500,613 | +2.6% | 7.30% | +5.6% |
| Q1 2022 | $26,275,000 | +0.2% | 487,923 | +111.8% | 6.91% | +5.9% |
| Q4 2021 | $26,221,000 | +11.1% | 230,370 | +1.6% | 6.52% | +1.9% |
| Q3 2021 | $23,598,000 | -1.0% | 226,838 | -1.1% | 6.40% | -3.0% |
| Q2 2021 | $23,840,000 | +9.7% | 229,294 | +1.4% | 6.59% | +2.3% |
| Q1 2021 | $21,723,000 | +11.6% | 226,211 | +5.7% | 6.44% | +2.2% |
| Q4 2020 | $19,461,000 | +13.1% | 213,977 | +0.3% | 6.30% | -1.6% |
| Q3 2020 | $17,207,000 | +1.6% | 213,410 | -6.6% | 6.41% | -7.1% |
| Q2 2020 | $16,939,000 | +21.0% | 228,590 | -0.0% | 6.90% | -1.5% |
| Q1 2020 | $14,002,000 | -22.8% | 228,597 | -3.2% | 7.00% | -7.8% |
| Q4 2019 | $18,138,000 | +4.2% | 236,140 | -3.8% | 7.60% | -8.1% |
| Q3 2019 | $17,403,000 | +7.0% | 245,359 | +5.9% | 8.27% | +4.3% |
| Q2 2019 | $16,258,000 | +2.5% | 231,623 | -1.2% | 7.93% | +4.7% |
| Q1 2019 | $15,854,000 | +14.0% | 234,487 | +0.7% | 7.57% | +9.1% |
| Q4 2018 | $13,906,000 | -4.5% | 232,931 | +11.2% | 6.94% | +9.9% |
| Q3 2018 | $14,564,000 | +26.3% | 209,377 | +18.0% | 6.32% | +19.1% |
| Q2 2018 | $11,533,000 | +12.2% | 177,458 | +8.9% | 5.31% | +9.3% |
| Q1 2018 | $10,275,000 | -13.6% | 162,887 | -12.6% | 4.86% | -17.9% |
| Q4 2017 | $11,887,000 | +8.2% | 186,381 | +1.8% | 5.91% | +6.9% |
| Q3 2017 | $10,990,000 | +6.5% | 183,051 | +2.5% | 5.53% | +0.3% |
| Q2 2017 | $10,317,000 | +4.6% | 178,587 | +1.9% | 5.52% | +0.7% |
| Q1 2017 | $9,861,000 | +28.7% | 175,250 | +21.8% | 5.47% | +14.5% |
| Q4 2016 | $7,664,000 | +15.3% | 143,896 | +11.8% | 4.78% | +9.9% |
| Q3 2016 | $6,645,000 | +2840.3% | 128,726 | +2565.1% | 4.35% | +2859.2% |
| Q2 2014 | $226,000 | +4.6% | 4,830 | 0.0% | 0.15% | +7.3% |
| Q1 2014 | $216,000 | – | 4,830 | – | 0.14% | – |
Download | ||||||
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% |