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 | $656,889 | -4.3% | 12,982 | -1.0% | 0.07% | -1.5% |
| Q2 2023 | $686,414 | -48.7% | 13,107 | -52.6% | 0.07% | -52.1% |
| Q1 2023 | $1,337,721 | +5.7% | 27,656 | -1.3% | 0.14% | -1.4% |
| Q4 2022 | $1,265,555 | +6.7% | 28,030 | +0.1% | 0.14% | -17.4% |
| Q3 2022 | $1,186,000 | -4.4% | 28,015 | +0.9% | 0.17% | +3.6% |
| Q2 2022 | $1,240,000 | -14.7% | 27,759 | +2.8% | 0.17% | -5.1% |
| Q1 2022 | $1,454,000 | -5.4% | 26,998 | +100.0% | 0.18% | -13.4% |
| Q4 2021 | $1,537,000 | -0.6% | 13,502 | -9.2% | 0.20% | -14.0% |
| Q3 2021 | $1,546,000 | +1.0% | 14,862 | +0.9% | 0.24% | -8.2% |
| Q2 2021 | $1,531,000 | +4.8% | 14,728 | -3.2% | 0.26% | -23.1% |
| Q1 2021 | $1,461,000 | +3.5% | 15,213 | -1.9% | 0.33% | -10.5% |
| Q4 2020 | $1,411,000 | +13.9% | 15,513 | +1.0% | 0.37% | -3.1% |
| Q3 2020 | $1,239,000 | +7.3% | 15,363 | -1.4% | 0.38% | -6.3% |
| Q2 2020 | $1,155,000 | +21.1% | 15,583 | 0.0% | 0.41% | +0.7% |
| Q1 2020 | $954,000 | -18.4% | 15,583 | +2.4% | 0.41% | +1.0% |
| Q4 2019 | $1,169,000 | +0.6% | 15,224 | -5.0% | 0.40% | -3.6% |
| Q3 2019 | $1,162,000 | +7.3% | 16,031 | +3.9% | 0.42% | -41.6% |
| Q2 2019 | $1,083,000 | +10.6% | 15,431 | +6.5% | 0.72% | +6.7% |
| Q1 2019 | $979,000 | +15.7% | 14,487 | +2.2% | 0.67% | -1.0% |
| Q4 2018 | $846,000 | -8.4% | 14,170 | +6.7% | 0.68% | +2.4% |
| Q3 2018 | $924,000 | +9.3% | 13,286 | +2.2% | 0.66% | -6.2% |
| Q2 2018 | $845,000 | +26.1% | 13,005 | +22.5% | 0.71% | +15.5% |
| Q1 2018 | $670,000 | +12.8% | 10,619 | +14.0% | 0.61% | +12.1% |
| Q4 2017 | $594,000 | +10.0% | 9,316 | +3.5% | 0.54% | +3.8% |
| Q3 2017 | $540,000 | +20.5% | 9,001 | +18.6% | 0.52% | +42.7% |
| Q2 2017 | $448,000 | +29.1% | 7,591 | +23.2% | 0.37% | +8.9% |
| Q1 2017 | $347,000 | – | 6,160 | – | 0.34% | – |
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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% |