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 2022 | $30,968,000 | -1.9% | 731,251 | +3.4% | 3.80% | +1.3% |
| Q2 2022 | $31,582,000 | -13.0% | 707,175 | +4.9% | 3.75% | -2.7% |
| Q1 2022 | $36,289,000 | -4.7% | 673,889 | +101.4% | 3.86% | -6.5% |
| Q4 2021 | $38,087,000 | +7.7% | 334,626 | -1.6% | 4.12% | +2.4% |
| Q3 2021 | $35,368,000 | -0.8% | 339,983 | -0.9% | 4.03% | +2.6% |
| Q2 2021 | $35,661,000 | +8.8% | 342,996 | +0.5% | 3.92% | -0.1% |
| Q1 2021 | $32,765,000 | +6.5% | 341,191 | +0.8% | 3.93% | -13.3% |
| Q4 2020 | $30,770,000 | +18.7% | 338,317 | +5.2% | 4.53% | +4.4% |
| Q3 2020 | $25,931,000 | +11.4% | 321,606 | +2.4% | 4.34% | +7.9% |
| Q2 2020 | $23,278,000 | +46.0% | 314,141 | +20.7% | 4.02% | +31.8% |
| Q1 2020 | $15,946,000 | -13.5% | 260,343 | +8.5% | 3.05% | +16.4% |
| Q4 2019 | $18,428,000 | +10.1% | 239,921 | +1.6% | 2.62% | -2.3% |
| Q3 2019 | $16,742,000 | +0.0% | 236,037 | -1.0% | 2.68% | -0.6% |
| Q2 2019 | $16,734,000 | +2.6% | 238,403 | -1.2% | 2.70% | -3.5% |
| Q1 2019 | $16,315,000 | +17.8% | 241,306 | +4.1% | 2.80% | -2.6% |
| Q4 2018 | $13,845,000 | -10.2% | 231,913 | +4.7% | 2.87% | -5.5% |
| Q3 2018 | $15,412,000 | +5.6% | 221,566 | -1.4% | 3.04% | -24.9% |
| Q2 2018 | $14,601,000 | +7.5% | 224,671 | +4.3% | 4.05% | +6.8% |
| Q1 2018 | $13,588,000 | -5.4% | 215,420 | -4.4% | 3.79% | -4.1% |
| Q4 2017 | $14,366,000 | -2.5% | 225,242 | -8.2% | 3.95% | -12.0% |
| Q3 2017 | $14,735,000 | +492.2% | 245,420 | +469.7% | 4.49% | +454.8% |
| Q2 2017 | $2,488,000 | +10.7% | 43,076 | +7.8% | 0.81% | +10.2% |
| Q1 2017 | $2,248,000 | -1.7% | 39,950 | -7.0% | 0.74% | -0.9% |
| Q4 2016 | $2,287,000 | +8.2% | 42,949 | +4.9% | 0.74% | +6.6% |
| Q3 2016 | $2,113,000 | -0.4% | 40,925 | -4.0% | 0.70% | -2.1% |
| Q2 2016 | $2,122,000 | +4.4% | 42,628 | +2.5% | 0.71% | -1.7% |
| Q1 2016 | $2,032,000 | +9.0% | 41,603 | +8.4% | 0.72% | +5.4% |
| Q4 2015 | $1,864,000 | +12.3% | 38,368 | +5.8% | 0.69% | -3.5% |
| Q3 2015 | $1,660,000 | -5.1% | 36,272 | +2.3% | 0.71% | -0.4% |
| Q2 2015 | $1,749,000 | -7.5% | 35,465 | -7.0% | 0.71% | -7.8% |
| Q1 2015 | $1,890,000 | +1.4% | 38,127 | +0.4% | 0.77% | +4.3% |
| Q4 2014 | $1,863,000 | +0.4% | 37,978 | -3.8% | 0.74% | -2.6% |
| Q3 2014 | $1,855,000 | 0.0% | 39,484 | -0.3% | 0.76% | -1.8% |
| Q2 2014 | $1,855,000 | +4.3% | 39,602 | -0.5% | 0.78% | 0.0% |
| Q1 2014 | $1,779,000 | +1.4% | 39,797 | +0.0% | 0.78% | +2.2% |
| Q4 2013 | $1,754,000 | +5.5% | 39,787 | -3.7% | 0.76% | -2.8% |
| Q3 2013 | $1,662,000 | +5.9% | 41,334 | +0.5% | 0.78% | +3.6% |
| Q2 2013 | $1,570,000 | – | 41,110 | – | 0.75% | – |
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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% |