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 2023 | $464,544 | -16.5% | 9,181 | -13.6% | 0.10% | -8.6% |
| Q2 2023 | $556,268 | -8.2% | 10,622 | -15.3% | 0.10% | -14.6% |
| Q1 2023 | $606,272 | +194.3% | 12,534 | +157.2% | 0.12% | +146.0% |
| Q3 2022 | $206,000 | -75.6% | 4,874 | -74.2% | 0.05% | -70.9% |
| Q2 2022 | $845,000 | -7.7% | 18,919 | +11.3% | 0.17% | +5.5% |
| Q1 2022 | $915,000 | +0.3% | 16,993 | +112.0% | 0.16% | +7.9% |
| Q4 2021 | $912,000 | +13.4% | 8,015 | +3.7% | 0.15% | +6.3% |
| Q3 2021 | $804,000 | +7.1% | 7,731 | +7.0% | 0.14% | +3.6% |
| Q2 2021 | $751,000 | -4.1% | 7,222 | -11.4% | 0.14% | -23.5% |
| Q1 2021 | $783,000 | -35.1% | 8,152 | -38.6% | 0.18% | -40.9% |
| Q4 2020 | $1,207,000 | -12.9% | 13,272 | -22.8% | 0.30% | -32.7% |
| Q3 2020 | $1,385,000 | -5.3% | 17,181 | -13.0% | 0.45% | -19.6% |
| Q2 2020 | $1,463,000 | +24.2% | 19,748 | +2.7% | 0.56% | +4.1% |
| Q1 2020 | $1,178,000 | +766.2% | 19,228 | +989.4% | 0.54% | +954.9% |
| Q4 2019 | $136,000 | +19.3% | 1,765 | +9.9% | 0.05% | 0.0% |
| Q3 2019 | $114,000 | +2.7% | 1,606 | +2.9% | 0.05% | +6.2% |
| Q2 2019 | $111,000 | +32.1% | 1,560 | +25.6% | 0.05% | +11.6% |
| Q1 2019 | $84,000 | +663.6% | 1,242 | +578.7% | 0.04% | +514.3% |
| Q4 2018 | $11,000 | – | 183 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |