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 | $2,425,019 | +7.5% | 47,925 | +11.2% | 0.21% | +15.2% |
| Q2 2023 | $2,256,506 | +0.3% | 43,088 | -7.4% | 0.18% | +1.7% |
| Q1 2023 | $2,250,258 | +7.2% | 46,522 | +0.1% | 0.18% | +4.0% |
| Q4 2022 | $2,098,651 | +5.5% | 46,482 | -1.0% | 0.17% | -2.8% |
| Q3 2022 | $1,989,000 | -5.3% | 46,958 | -0.2% | 0.18% | -4.3% |
| Q2 2022 | $2,100,000 | -17.3% | 47,031 | -0.3% | 0.19% | +3.9% |
| Q1 2022 | $2,540,000 | -19.2% | 47,167 | +70.8% | 0.18% | -17.1% |
| Q4 2021 | $3,144,000 | +8.8% | 27,619 | -0.6% | 0.22% | -5.7% |
| Q3 2021 | $2,889,000 | -5.2% | 27,774 | -5.2% | 0.23% | -7.3% |
| Q2 2021 | $3,047,000 | +6.3% | 29,309 | -1.8% | 0.25% | -5.0% |
| Q1 2021 | $2,866,000 | +2.8% | 29,849 | -2.6% | 0.26% | -1.5% |
| Q4 2020 | $2,787,000 | +8.0% | 30,645 | -4.2% | 0.26% | -1.5% |
| Q3 2020 | $2,580,000 | -8.4% | 31,995 | -15.9% | 0.27% | -8.8% |
| Q2 2020 | $2,818,000 | +6.0% | 38,029 | -12.4% | 0.30% | -8.7% |
| Q1 2020 | $2,658,000 | -27.2% | 43,400 | -8.7% | 0.32% | +4.9% |
| Q4 2019 | $3,652,000 | +2.6% | 47,551 | -5.2% | 0.31% | -37.9% |
| Q3 2019 | $3,559,000 | -8.8% | 50,178 | -9.8% | 0.50% | -13.1% |
| Q2 2019 | $3,904,000 | -1.4% | 55,624 | -5.0% | 0.57% | +7.9% |
| Q1 2019 | $3,960,000 | +16.3% | 58,571 | +2.7% | 0.53% | +14.5% |
| Q4 2018 | $3,406,000 | -13.5% | 57,050 | +0.8% | 0.46% | -26.0% |
| Q3 2018 | $3,938,000 | +0.4% | 56,611 | -6.2% | 0.62% | -1.4% |
| Q2 2018 | $3,922,000 | -2.0% | 60,347 | -4.9% | 0.63% | -4.1% |
| Q1 2018 | $4,001,000 | -5.1% | 63,425 | -4.1% | 0.66% | -1.3% |
| Q4 2017 | $4,218,000 | +10.4% | 66,135 | +3.9% | 0.67% | +6.5% |
| Q3 2017 | $3,821,000 | +2.1% | 63,639 | -1.7% | 0.63% | +16.3% |
| Q2 2017 | $3,741,000 | +0.5% | 64,762 | -2.1% | 0.54% | +2.7% |
| Q1 2017 | $3,722,000 | -3.3% | 66,153 | -8.5% | 0.53% | -9.9% |
| Q4 2016 | $3,850,000 | -9.0% | 72,278 | -11.8% | 0.58% | -8.9% |
| Q3 2016 | $4,230,000 | +1.1% | 81,944 | -2.5% | 0.64% | -3.6% |
| Q2 2016 | $4,182,000 | +443.8% | 84,027 | +433.9% | 0.66% | +407.6% |
| Q1 2016 | $769,000 | +4.8% | 15,739 | +4.1% | 0.13% | +4.0% |
| Q4 2015 | $734,000 | +9.2% | 15,120 | +3.0% | 0.13% | +6.8% |
| Q3 2015 | $672,000 | -3.3% | 14,685 | +4.2% | 0.12% | +1.7% |
| Q2 2015 | $695,000 | +11.0% | 14,093 | +11.6% | 0.12% | +12.6% |
| Q1 2015 | $626,000 | +8.1% | 12,632 | +7.0% | 0.10% | +9.6% |
| Q4 2014 | $579,000 | +10.3% | 11,807 | +5.7% | 0.09% | +6.8% |
| Q3 2014 | $525,000 | -2.8% | 11,175 | -3.1% | 0.09% | -2.2% |
| Q2 2014 | $540,000 | -5.1% | 11,535 | -9.4% | 0.09% | -9.1% |
| Q1 2014 | $569,000 | +7.8% | 12,725 | +6.2% | 0.10% | +4.2% |
| Q4 2013 | $528,000 | +15.5% | 11,978 | +5.5% | 0.10% | +3.3% |
| Q3 2013 | $457,000 | +8.0% | 11,357 | +2.6% | 0.09% | +1.1% |
| Q2 2013 | $423,000 | – | 11,069 | – | 0.09% | – |
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% |