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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,233 | +14.9% | 42,643 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $1,944 | -1.0% | 40,183 | -7.6% | 0.01% | 0.0% |
| Q4 2022 | $1,964 | -99.9% | 43,501 | +38.0% | 0.01% | +33.3% |
| Q3 2022 | $1,335,000 | +6.2% | 31,519 | +13.1% | 0.01% | 0.0% |
| Q2 2022 | $1,257,000 | -0.5% | 27,869 | +18.9% | 0.01% | +20.0% |
| Q1 2022 | $1,263,000 | +2.4% | 23,446 | +116.2% | 0.01% | 0.0% |
| Q4 2021 | $1,234,000 | +12.5% | 10,843 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $1,097,000 | -0.5% | 10,547 | -0.6% | 0.01% | 0.0% |
| Q2 2021 | $1,103,000 | +9.1% | 10,610 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $1,011,000 | +16.1% | 10,526 | +9.9% | 0.01% | +25.0% |
| Q4 2020 | $871,000 | +10.1% | 9,580 | -2.3% | 0.00% | -20.0% |
| Q3 2020 | $791,000 | +27.2% | 9,810 | +16.9% | 0.01% | +25.0% |
| Q2 2020 | $622,000 | +29.6% | 8,390 | +7.0% | 0.00% | 0.0% |
| Q1 2020 | $480,000 | -16.4% | 7,839 | +4.8% | 0.00% | 0.0% |
| Q4 2019 | $574,000 | +17.6% | 7,479 | +8.8% | 0.00% | 0.0% |
| Q3 2019 | $488,000 | +16.2% | 6,877 | +15.0% | 0.00% | +33.3% |
| Q2 2019 | $420,000 | +1.7% | 5,981 | -2.0% | 0.00% | 0.0% |
| Q1 2019 | $413,000 | +26.7% | 6,105 | +11.9% | 0.00% | 0.0% |
| Q4 2018 | $326,000 | -13.1% | 5,455 | -7.3% | 0.00% | -25.0% |
| Q4 2017 | $375,000 | +33.5% | 5,882 | +25.8% | 0.00% | +33.3% |
| Q3 2017 | $281,000 | +25.4% | 4,677 | +20.5% | 0.00% | 0.0% |
| Q2 2017 | $224,000 | +2.8% | 3,882 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $218,000 | -26.6% | 3,882 | -30.3% | 0.00% | -25.0% |
| Q4 2016 | $297,000 | -24.6% | 5,570 | -27.0% | 0.00% | -42.9% |
| Q3 2016 | $394,000 | – | 7,634 | – | 0.01% | – |
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% |