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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,760,160 | +11.3% | 84,400 | -0.2% | 1.08% | +2.1% |
| Q3 2023 | $4,278,230 | -3.0% | 84,550 | +0.4% | 1.06% | +0.7% |
| Q2 2023 | $4,409,030 | +15.6% | 84,190 | +6.8% | 1.05% | +13.3% |
| Q1 2023 | $3,813,491 | +100202.2% | 78,840 | -6.4% | 0.93% | -2.4% |
| Q4 2022 | $3,802 | -99.9% | 84,200 | -1.4% | 0.95% | +5.8% |
| Q3 2022 | $3,617,000 | -5.8% | 85,410 | -0.7% | 0.90% | +0.7% |
| Q2 2022 | $3,841,000 | -14.7% | 86,010 | +2.9% | 0.89% | +7.6% |
| Q1 2022 | $4,501,000 | -0.4% | 83,580 | +110.4% | 0.83% | +3.9% |
| Q4 2021 | $4,521,000 | +8.8% | 39,720 | -0.5% | 0.80% | +2.0% |
| Q3 2021 | $4,154,000 | +3.2% | 39,930 | +3.1% | 0.78% | +3.4% |
| Q2 2021 | $4,027,000 | +13.6% | 38,730 | +5.0% | 0.76% | +7.1% |
| Q1 2021 | $3,544,000 | +9.5% | 36,900 | +3.7% | 0.71% | +4.6% |
| Q4 2020 | $3,236,000 | +22.3% | 35,580 | +8.5% | 0.68% | +7.0% |
| Q3 2020 | $2,645,000 | +18.7% | 32,800 | +9.1% | 0.63% | +9.5% |
| Q2 2020 | $2,228,000 | +77.0% | 30,070 | +46.3% | 0.58% | +51.8% |
| Q1 2020 | $1,259,000 | -18.0% | 20,560 | +2.9% | 0.38% | +4.1% |
| Q4 2019 | $1,535,000 | +9.3% | 19,980 | +0.9% | 0.36% | +1.1% |
| Q3 2019 | $1,404,000 | +0.1% | 19,800 | -0.9% | 0.36% | -1.9% |
| Q2 2019 | $1,402,000 | +9.5% | 19,970 | +5.5% | 0.37% | +5.7% |
| Q1 2019 | $1,280,000 | +10.6% | 18,930 | -2.4% | 0.35% | +0.6% |
| Q4 2018 | $1,157,000 | -6.8% | 19,388 | +8.7% | 0.35% | +6.8% |
| Q3 2018 | $1,241,000 | +3.8% | 17,838 | -3.0% | 0.32% | -1.8% |
| Q2 2018 | $1,195,000 | +8.1% | 18,388 | +5.0% | 0.33% | +5.4% |
| Q1 2018 | $1,105,000 | +96.6% | 17,518 | +98.9% | 0.31% | +1.0% |
| Q4 2017 | $562,000 | -46.7% | 8,809 | -49.8% | 0.31% | +1.6% |
| Q3 2017 | $1,054,000 | +101.9% | 17,548 | +94.1% | 0.30% | -2.9% |
| Q2 2017 | $522,000 | +3.4% | 9,039 | +0.8% | 0.31% | +1.3% |
| Q1 2017 | $505,000 | +4.6% | 8,969 | -1.1% | 0.31% | +2.0% |
| Q4 2016 | $483,000 | -48.8% | 9,069 | -50.4% | 0.30% | +0.3% |
| Q3 2016 | $944,000 | +6.5% | 18,278 | +2.6% | 0.30% | +2.0% |
| Q2 2016 | $886,000 | +2.0% | 17,808 | +0.1% | 0.30% | +1.7% |
| Q1 2016 | $869,000 | +4.4% | 17,788 | +3.8% | 0.29% | +2.8% |
| Q4 2015 | $832,000 | +122.5% | 17,138 | +109.8% | 0.28% | +4.8% |
| Q3 2015 | $374,000 | -0.5% | 8,169 | +7.2% | 0.27% | +8.4% |
| Q2 2015 | $376,000 | +26.6% | 7,619 | +27.0% | 0.25% | +25.0% |
| Q1 2015 | $297,000 | +12.1% | 5,999 | +11.0% | 0.20% | -2.0% |
| Q4 2014 | $265,000 | +0.4% | 5,404 | -3.8% | 0.20% | -1.9% |
| Q3 2014 | $264,000 | -1.1% | 5,615 | -1.7% | 0.21% | +2.0% |
| Q2 2014 | $267,000 | -49.1% | 5,710 | -51.4% | 0.20% | -52.4% |
| Q1 2014 | $525,000 | – | 11,745 | – | 0.43% | – |
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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% |