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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $381,000 | -65.7% | 7,080 | -27.5% | 0.12% | -38.3% |
| Q4 2021 | $1,111,000 | +157.8% | 9,760 | +135.5% | 0.19% | +221.7% |
| Q3 2021 | $431,000 | -57.0% | 4,145 | -57.0% | 0.06% | -59.5% |
| Q2 2021 | $1,003,000 | +159.8% | 9,645 | +139.9% | 0.15% | +114.5% |
| Q1 2021 | $386,000 | -15.2% | 4,020 | -19.7% | 0.07% | -25.8% |
| Q4 2020 | $455,000 | +17.3% | 5,005 | +3.9% | 0.09% | -6.1% |
| Q3 2020 | $388,000 | -4.0% | 4,815 | -11.7% | 0.10% | -26.7% |
| Q2 2020 | $404,000 | +21.7% | 5,455 | +0.6% | 0.14% | -2.9% |
| Q1 2020 | $332,000 | -22.1% | 5,420 | -2.3% | 0.14% | -0.7% |
| Q4 2019 | $426,000 | -50.6% | 5,550 | -54.4% | 0.14% | -32.0% |
| Q3 2019 | $863,000 | +10.4% | 12,165 | +9.1% | 0.21% | +12.0% |
| Q2 2019 | $782,000 | +2.6% | 11,155 | -1.2% | 0.18% | +1.7% |
| Q1 2019 | $762,000 | +14.8% | 11,285 | +1.4% | 0.18% | +1.7% |
| Q4 2018 | $664,000 | -13.8% | 11,130 | +0.5% | 0.18% | +3.5% |
| Q3 2018 | $770,000 | +20.5% | 11,075 | +12.6% | 0.17% | +14.7% |
| Q2 2018 | $639,000 | +0.5% | 9,835 | -2.5% | 0.15% | +5.6% |
| Q1 2018 | $636,000 | -6.1% | 10,085 | -5.0% | 0.14% | -6.0% |
| Q4 2017 | $677,000 | -11.6% | 10,620 | -16.7% | 0.15% | -12.2% |
| Q3 2017 | $766,000 | +13.0% | 12,753 | +8.5% | 0.17% | +10.3% |
| Q2 2017 | $678,000 | +8.1% | 11,753 | +5.5% | 0.16% | +4.7% |
| Q1 2017 | $627,000 | +68.5% | 11,137 | +59.3% | 0.15% | +53.6% |
| Q4 2016 | $372,000 | +2.5% | 6,990 | -0.9% | 0.10% | +7.8% |
| Q3 2016 | $363,000 | +47.6% | 7,050 | +39.7% | 0.09% | +42.9% |
| Q1 2016 | $246,000 | +14.4% | 5,045 | +13.9% | 0.06% | +16.7% |
| Q4 2015 | $215,000 | +1.9% | 4,430 | -4.3% | 0.05% | +1.9% |
| Q3 2015 | $211,000 | -16.9% | 4,630 | -10.4% | 0.05% | -11.7% |
| Q2 2015 | $254,000 | -31.0% | 5,170 | -30.4% | 0.06% | -29.4% |
| Q1 2015 | $368,000 | +34.8% | 7,425 | +33.2% | 0.08% | +26.9% |
| Q4 2014 | $273,000 | +4.6% | 5,575 | 0.0% | 0.07% | 0.0% |
| Q3 2014 | $261,000 | +6.1% | 5,575 | +6.1% | 0.07% | +8.1% |
| Q2 2014 | $246,000 | +5.1% | 5,255 | 0.0% | 0.06% | -4.6% |
| Q1 2014 | $234,000 | +16.4% | 5,255 | +5.1% | 0.06% | +12.1% |
| Q3 2013 | $201,000 | – | 5,000 | – | 0.06% | – |
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% |