SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,936,502 | -0.6% | 7,231,947 | +2.9% | 8.31% | +2.0% |
| Q2 2023 | $368,000,553 | +15.6% | 7,026,934 | +6.7% | 8.15% | +6.6% |
| Q1 2023 | $318,415,658 | +23.4% | 6,582,916 | +22.8% | 7.64% | +8.1% |
| Q4 2022 | $258,043,278 | +14.7% | 5,361,381 | +0.9% | 7.07% | -17.5% |
| Q3 2022 | $224,945,000 | -7.6% | 5,311,570 | -2.5% | 8.57% | +3.1% |
| Q2 2022 | $243,332,000 | +34.4% | 5,448,545 | +62.0% | 8.31% | +16.9% |
| Q1 2022 | $181,060,000 | +21.3% | 3,362,303 | +156.5% | 7.10% | +17.1% |
| Q4 2021 | $149,205,000 | +17.7% | 1,310,886 | +7.6% | 6.07% | +3.8% |
| Q3 2021 | $126,797,000 | +9.0% | 1,218,850 | +8.9% | 5.84% | +9.1% |
| Q2 2021 | $116,319,000 | +14.2% | 1,118,775 | +5.5% | 5.36% | -0.5% |
| Q1 2021 | $101,841,000 | +27.7% | 1,060,512 | +20.9% | 5.38% | -6.1% |
| Q4 2020 | $79,760,000 | +16.4% | 876,965 | +3.2% | 5.73% | -3.9% |
| Q3 2020 | $68,527,000 | +11.9% | 849,895 | +2.9% | 5.96% | +2.6% |
| Q2 2020 | $61,221,000 | +46.0% | 826,194 | +20.7% | 5.81% | +33.2% |
| Q1 2020 | $41,939,000 | +1.9% | 684,718 | +27.8% | 4.36% | +26.4% |
| Q4 2019 | $41,166,000 | +63.9% | 535,946 | +51.3% | 3.45% | +47.1% |
| Q3 2019 | $25,123,000 | +187.6% | 354,194 | +184.6% | 2.35% | +172.7% |
| Q2 2019 | $8,735,000 | +104.8% | 124,448 | +97.3% | 0.86% | +93.0% |
| Q1 2019 | $4,265,000 | +72.3% | 63,082 | +52.1% | 0.45% | +51.2% |
| Q4 2018 | $2,476,000 | -36.6% | 41,474 | -26.2% | 0.30% | -26.2% |
| Q3 2018 | $3,908,000 | +42.7% | 56,176 | +33.4% | 0.40% | +33.3% |
| Q2 2018 | $2,738,000 | +88.3% | 42,122 | +82.7% | 0.30% | +54.6% |
| Q1 2018 | $1,454,000 | +10.3% | 23,058 | +11.6% | 0.19% | -2.5% |
| Q4 2017 | $1,318,000 | +48.6% | 20,663 | +39.9% | 0.20% | +44.2% |
| Q3 2017 | $887,000 | +45.9% | 14,767 | +40.4% | 0.14% | +39.4% |
| Q2 2017 | $608,000 | +53.5% | 10,519 | +49.6% | 0.10% | +25.3% |
| Q1 2017 | $396,000 | +15.1% | 7,030 | +9.0% | 0.08% | +11.3% |
| Q4 2016 | $344,000 | +25.5% | 6,450 | +21.4% | 0.07% | +14.5% |
| Q3 2016 | $274,000 | +21.2% | 5,315 | +16.9% | 0.06% | +26.5% |
| Q2 2016 | $226,000 | +2.3% | 4,548 | +0.3% | 0.05% | 0.0% |
| Q1 2016 | $221,000 | +24.9% | 4,535 | +17.6% | 0.05% | 0.0% |
| Q3 2015 | $177,000 | – | 3,857 | – | 0.05% | – |
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% |