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 2023 | $16,379,350 | +4.0% | 323,703 | +7.7% | 0.75% | +6.8% |
| Q2 2023 | $15,743,277 | +145.3% | 300,616 | +126.6% | 0.70% | +155.1% |
| Q1 2023 | $6,417,977 | +16.1% | 132,685 | +8.4% | 0.28% | +4.5% |
| Q4 2022 | $5,528,547 | +138.3% | 122,448 | +123.6% | 0.26% | +100.0% |
| Q3 2022 | $2,320,000 | -14.1% | 54,771 | -9.4% | 0.13% | -19.0% |
| Q2 2022 | $2,701,000 | -5.3% | 60,481 | +14.2% | 0.16% | -5.8% |
| Q1 2022 | $2,851,000 | +0.7% | 52,948 | +112.8% | 0.17% | +2.4% |
| Q4 2021 | $2,832,000 | +35.3% | 24,882 | +23.7% | 0.17% | +23.4% |
| Q3 2021 | $2,093,000 | +37.9% | 20,118 | +37.8% | 0.14% | +34.3% |
| Q2 2021 | $1,518,000 | +25.0% | 14,604 | +15.5% | 0.10% | +15.9% |
| Q1 2021 | $1,214,000 | +24.5% | 12,640 | +17.9% | 0.09% | +1.1% |
| Q4 2020 | $975,000 | -10.1% | 10,717 | -20.4% | 0.09% | -26.9% |
| Q3 2020 | $1,085,000 | +7.7% | 13,460 | -1.0% | 0.12% | -5.6% |
| Q2 2020 | $1,007,000 | +7.4% | 13,593 | -11.3% | 0.13% | -8.0% |
| Q1 2020 | $938,000 | -77.3% | 15,317 | -71.6% | 0.14% | -74.0% |
| Q4 2019 | $4,139,000 | +4.5% | 53,886 | -3.5% | 0.53% | -8.4% |
| Q3 2019 | $3,959,000 | -1.5% | 55,822 | -2.5% | 0.57% | -9.9% |
| Q2 2019 | $4,018,000 | +3.2% | 57,248 | -0.6% | 0.64% | -4.1% |
| Q1 2019 | $3,895,000 | +10.7% | 57,608 | -2.2% | 0.66% | -2.6% |
| Q4 2018 | $3,517,000 | +5861.0% | 58,904 | +6838.0% | 0.68% | +6100.0% |
| Q3 2018 | $59,000 | -10.6% | 849 | -15.9% | 0.01% | -15.4% |
| Q2 2018 | $66,000 | +3.1% | 1,009 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $64,000 | – | 1,009 | – | 0.01% | – |
Download | ||||||
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% |