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 | $9,863,354 | -10.5% | 194,928 | -7.4% | 2.03% | -6.7% |
| Q2 2023 | $11,023,429 | +2.6% | 210,491 | -5.2% | 2.18% | +0.4% |
| Q1 2023 | $10,743,493 | +128426.1% | 222,111 | +20.0% | 2.17% | +22.3% |
| Q4 2022 | $8,359 | -99.8% | 185,136 | +106.8% | 1.77% | +107.5% |
| Q3 2022 | $3,792,000 | +38.6% | 89,531 | +46.1% | 0.86% | +47.2% |
| Q2 2022 | $2,736,000 | -3.8% | 61,272 | +16.0% | 0.58% | +5.3% |
| Q1 2022 | $2,844,000 | -5.9% | 52,809 | +98.9% | 0.55% | -7.2% |
| Q4 2021 | $3,022,000 | +9.5% | 26,554 | +0.1% | 0.60% | -2.6% |
| Q3 2021 | $2,760,000 | -0.5% | 26,526 | -0.6% | 0.61% | -7.8% |
| Q2 2021 | $2,775,000 | +5.5% | 26,691 | -2.5% | 0.66% | -1.5% |
| Q1 2021 | $2,630,000 | +5.2% | 27,386 | -0.4% | 0.67% | +3.4% |
| Q4 2020 | $2,500,000 | +11.6% | 27,492 | -1.1% | 0.65% | -10.1% |
| Q3 2020 | $2,241,000 | +8.7% | 27,792 | -0.1% | 0.72% | +2.3% |
| Q2 2020 | $2,061,000 | +74.4% | 27,807 | +44.1% | 0.71% | +83.4% |
| Q1 2020 | $1,182,000 | -19.8% | 19,297 | +0.6% | 0.39% | 0.0% |
| Q4 2019 | $1,473,000 | +10.7% | 19,177 | +2.2% | 0.39% | +4.6% |
| Q3 2019 | $1,331,000 | +1.6% | 18,771 | +2.2% | 0.37% | +6.6% |
| Q2 2019 | $1,310,000 | +12.8% | 18,371 | +7.0% | 0.35% | +8.1% |
| Q1 2019 | $1,161,000 | +31.5% | 17,175 | +16.1% | 0.32% | +18.1% |
| Q4 2018 | $883,000 | +46.7% | 14,790 | +71.0% | 0.27% | +70.4% |
| Q3 2018 | $602,000 | -4.6% | 8,650 | -11.0% | 0.16% | -9.1% |
| Q2 2018 | $631,000 | +31.7% | 9,715 | +27.8% | 0.18% | +20.7% |
| Q1 2018 | $479,000 | +5.0% | 7,599 | +6.3% | 0.14% | +6.6% |
| Q4 2017 | $456,000 | -0.9% | 7,149 | -6.7% | 0.14% | -12.8% |
| Q3 2017 | $460,000 | +3.8% | 7,659 | -0.1% | 0.16% | +4.7% |
| Q2 2017 | $443,000 | – | 7,669 | – | 0.15% | – |
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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% |