SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $41,724,000 | +1.8% | 517,472 | -6.4% | 1.47% | -49.8% |
| Q2 2020 | $40,976,000 | +5.8% | 552,979 | -12.6% | 2.93% | -13.1% |
| Q1 2020 | $38,746,000 | -5.4% | 632,585 | +18.7% | 3.37% | +22.8% |
| Q4 2019 | $40,938,000 | +14.8% | 532,980 | +6.0% | 2.75% | +5.2% |
| Q3 2019 | $35,674,000 | +7.4% | 502,942 | +6.3% | 2.61% | +5.0% |
| Q2 2019 | $33,206,000 | +7.7% | 473,091 | +3.7% | 2.48% | +6.9% |
| Q1 2019 | $30,830,000 | +15.5% | 456,000 | +2.0% | 2.32% | -2.1% |
| Q4 2018 | $26,686,000 | -27.1% | 447,010 | -15.1% | 2.37% | -21.3% |
| Q3 2018 | $36,630,000 | +10.3% | 526,591 | +3.1% | 3.02% | +0.3% |
| Q2 2018 | $33,204,000 | +5.7% | 510,917 | +2.6% | 3.01% | +1.7% |
| Q1 2018 | $31,407,000 | +8.0% | 497,898 | +9.2% | 2.96% | +4.5% |
| Q4 2017 | $29,092,000 | +15.5% | 456,126 | +8.8% | 2.83% | +3.1% |
| Q3 2017 | $25,182,000 | +8.3% | 419,426 | +4.2% | 2.74% | -0.4% |
| Q2 2017 | $23,255,000 | +11.8% | 402,549 | +8.9% | 2.76% | -6.9% |
| Q1 2017 | $20,809,000 | +3.4% | 369,802 | -2.1% | 2.96% | -1.6% |
| Q4 2016 | $20,118,000 | +1.2% | 377,727 | -1.9% | 3.01% | -2.9% |
| Q3 2016 | $19,878,000 | +8.7% | 385,090 | +4.8% | 3.10% | +1.6% |
| Q2 2016 | $18,290,000 | +8.5% | 367,497 | +6.5% | 3.05% | +2.5% |
| Q1 2016 | $16,852,000 | +7.3% | 345,055 | +6.7% | 2.97% | +1.7% |
| Q4 2015 | $15,710,000 | – | 323,450 | – | 2.92% | – |
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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% |