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 | $680,000 | -5.2% | 16,056 | 0.0% | 0.29% | +1.8% |
| Q2 2022 | $717,000 | -17.1% | 16,056 | 0.0% | 0.28% | +6.7% |
| Q1 2022 | $865,000 | -5.4% | 16,056 | +100.0% | 0.27% | 0.0% |
| Q4 2021 | $914,000 | +9.5% | 8,028 | 0.0% | 0.27% | +4.7% |
| Q3 2021 | $835,000 | -2.3% | 8,028 | -2.4% | 0.26% | -3.0% |
| Q2 2021 | $855,000 | +8.2% | 8,223 | 0.0% | 0.26% | +0.8% |
| Q1 2021 | $790,000 | +2.3% | 8,223 | -3.1% | 0.26% | 0.0% |
| Q4 2020 | $772,000 | +7.5% | 8,485 | -4.7% | 0.26% | -4.4% |
| Q3 2020 | $718,000 | +8.8% | 8,908 | 0.0% | 0.27% | +2.6% |
| Q2 2020 | $660,000 | +20.9% | 8,908 | 0.0% | 0.27% | +6.0% |
| Q1 2020 | $546,000 | -14.2% | 8,908 | +7.7% | 0.25% | -1.2% |
| Q4 2019 | $636,000 | +8.3% | 8,274 | 0.0% | 0.25% | +2.8% |
| Q3 2019 | $587,000 | -0.8% | 8,274 | -2.0% | 0.25% | -0.8% |
| Q2 2019 | $592,000 | +3.7% | 8,439 | 0.0% | 0.25% | +0.4% |
| Q1 2019 | $571,000 | +6.1% | 8,439 | -6.3% | 0.25% | -4.2% |
| Q4 2018 | $538,000 | -16.1% | 9,006 | -1.6% | 0.26% | +1.6% |
| Q3 2018 | $641,000 | +7.2% | 9,156 | 0.0% | 0.26% | +3.7% |
| Q2 2018 | $598,000 | +3.5% | 9,156 | 0.0% | 0.25% | +3.8% |
| Q1 2018 | $578,000 | -1.5% | 9,156 | 0.0% | 0.24% | -0.8% |
| Q4 2017 | $587,000 | +6.5% | 9,156 | 0.0% | 0.24% | -1.6% |
| Q3 2017 | $551,000 | +3.8% | 9,156 | -0.4% | 0.24% | +1.2% |
| Q2 2017 | $531,000 | -1.8% | 9,194 | -4.4% | 0.24% | -4.0% |
| Q1 2017 | $541,000 | +2.7% | 9,614 | -2.9% | 0.25% | -10.7% |
| Q4 2016 | $527,000 | +5.2% | 9,903 | +2.1% | 0.28% | -2.8% |
| Q3 2016 | $501,000 | +3.7% | 9,698 | 0.0% | 0.29% | +10.3% |
| Q2 2016 | $483,000 | +22.9% | 9,698 | +20.8% | 0.26% | +14.5% |
| Q1 2016 | $393,000 | +20.9% | 8,031 | +17.2% | 0.23% | +8.1% |
| Q4 2015 | $325,000 | -47.9% | 6,853 | -49.9% | 0.21% | -49.4% |
| Q3 2015 | $624,000 | -98.1% | 13,689 | -97.9% | 0.42% | -97.7% |
| Q2 2015 | $32,843,000 | +1.6% | 663,770 | +1.3% | 17.92% | +2.5% |
| Q1 2015 | $32,315,000 | – | 655,470 | – | 17.49% | – |
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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% |