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 | $1,816,813 | +10.3% | 32,213 | -1.0% | 0.19% | -2.1% |
| Q3 2023 | $1,646,979 | -1.9% | 32,549 | +1.6% | 0.19% | -19.4% |
| Q2 2023 | $1,678,249 | +7.8% | 32,046 | -0.4% | 0.24% | +33.9% |
| Q1 2023 | $1,556,208 | -1.1% | 32,173 | +0.0% | 0.18% | +60.9% |
| Q4 2022 | $1,572,722 | +39.5% | 32,162 | +39.8% | 0.11% | +41.0% |
| Q1 2022 | $1,127,000 | -4.0% | 22,999 | +110.2% | 0.08% | +1.3% |
| Q4 2021 | $1,174,000 | -8.6% | 10,942 | -4.1% | 0.08% | -9.4% |
| Q3 2021 | $1,285,000 | +0.1% | 11,412 | -4.4% | 0.08% | -5.6% |
| Q2 2021 | $1,284,000 | +8.9% | 11,933 | +1.9% | 0.09% | -1.1% |
| Q1 2021 | $1,179,000 | +2.6% | 11,706 | -3.9% | 0.09% | -7.1% |
| Q4 2020 | $1,149,000 | +9.5% | 12,181 | -1.2% | 0.10% | -3.9% |
| Q3 2020 | $1,049,000 | -0.3% | 12,328 | -5.1% | 0.10% | -6.4% |
| Q2 2020 | $1,052,000 | +5.7% | 12,985 | -11.3% | 0.11% | -15.5% |
| Q1 2020 | $995,000 | -20.5% | 14,631 | -5.6% | 0.13% | -12.8% |
| Q4 2019 | $1,251,000 | +0.7% | 15,498 | -7.8% | 0.15% | -12.9% |
| Q3 2019 | $1,242,000 | +3.7% | 16,808 | -1.9% | 0.17% | -5.6% |
| Q2 2019 | $1,198,000 | +115.9% | 17,137 | +110.4% | 0.18% | +106.9% |
| Q1 2019 | $555,000 | +12.8% | 8,145 | +9.9% | 0.09% | +10.1% |
| Q4 2018 | $492,000 | -3.0% | 7,413 | -7.7% | 0.08% | -15.1% |
| Q3 2018 | $507,000 | +71.3% | 8,031 | +76.2% | 0.09% | +52.5% |
| Q2 2018 | $296,000 | +622.0% | 4,559 | +447.3% | 0.06% | +238.9% |
| Q2 2015 | $41,000 | – | 833 | – | 0.02% | – |
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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% |