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 | $7,802,597 | +4.4% | 154,201 | +8.0% | 0.29% | +9.0% |
| Q2 2023 | $7,474,280 | +11.0% | 142,720 | +2.5% | 0.27% | +19.6% |
| Q1 2023 | $6,735,865 | +15.6% | 139,257 | +7.9% | 0.22% | +7.7% |
| Q4 2022 | $5,828,856 | +11.4% | 129,099 | +4.5% | 0.21% | +4.5% |
| Q3 2022 | $5,231,000 | -0.2% | 123,524 | +5.2% | 0.20% | +9.3% |
| Q2 2022 | $5,242,000 | +4.8% | 117,369 | +26.4% | 0.18% | +21.3% |
| Q1 2022 | $5,001,000 | -4.6% | 92,865 | +101.6% | 0.15% | +2.7% |
| Q4 2021 | $5,242,000 | +13.6% | 46,059 | +3.8% | 0.15% | +5.0% |
| Q3 2021 | $4,615,000 | +5.8% | 44,364 | +5.8% | 0.14% | +6.9% |
| Q2 2021 | $4,362,000 | +9.8% | 41,951 | +1.5% | 0.13% | +2.4% |
| Q1 2021 | $3,971,000 | +8.1% | 41,350 | +2.3% | 0.13% | +1.6% |
| Q4 2020 | $3,675,000 | +32.6% | 40,406 | +17.5% | 0.12% | +13.6% |
| Q3 2020 | $2,772,000 | +10.3% | 34,375 | +1.4% | 0.11% | 0.0% |
| Q2 2020 | $2,513,000 | +9.3% | 33,911 | -9.6% | 0.11% | -19.1% |
| Q1 2020 | $2,299,000 | -23.0% | 37,530 | -3.5% | 0.14% | +7.9% |
| Q4 2019 | $2,987,000 | +19.7% | 38,884 | +10.5% | 0.13% | +5.0% |
| Q3 2019 | $2,495,000 | +2.1% | 35,181 | +1.1% | 0.12% | -4.8% |
| Q2 2019 | $2,443,000 | +9.0% | 34,800 | +5.0% | 0.13% | -0.8% |
| Q1 2019 | $2,241,000 | +13.9% | 33,140 | +0.6% | 0.13% | -11.2% |
| Q4 2018 | $1,967,000 | -13.7% | 32,945 | +0.6% | 0.14% | +6.7% |
| Q3 2018 | $2,278,000 | +9.9% | 32,749 | +2.7% | 0.13% | -3.6% |
| Q2 2018 | $2,072,000 | +2.7% | 31,884 | -0.3% | 0.14% | -5.4% |
| Q1 2018 | $2,017,000 | -0.7% | 31,975 | +0.4% | 0.15% | -6.4% |
| Q4 2017 | $2,032,000 | +6.7% | 31,855 | +0.4% | 0.16% | 0.0% |
| Q3 2017 | $1,904,000 | +14.5% | 31,719 | +10.2% | 0.16% | +0.6% |
| Q2 2017 | $1,663,000 | +3.1% | 28,789 | +0.5% | 0.16% | 0.0% |
| Q1 2017 | $1,613,000 | +6.1% | 28,658 | +0.4% | 0.16% | -6.0% |
| Q4 2016 | $1,520,000 | +3.9% | 28,536 | +0.7% | 0.17% | -4.0% |
| Q3 2016 | $1,463,000 | +4.1% | 28,348 | +0.4% | 0.17% | -5.5% |
| Q2 2016 | $1,406,000 | +2.3% | 28,249 | +0.4% | 0.18% | -2.7% |
| Q1 2016 | $1,374,000 | +302.9% | 28,136 | +306.8% | 0.19% | +300.0% |
| Q2 2015 | $341,000 | – | 6,916 | – | 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% |