SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,128,886 | +11.0% | 714,010 | +14.8% | 6.22% | +10.8% |
| Q2 2023 | $32,561,141 | +14.6% | 621,752 | +6.0% | 5.62% | +5.3% |
| Q1 2023 | $28,405,684 | +7.8% | 586,759 | +0.5% | 5.33% | +1.6% |
| Q4 2022 | $26,357,726 | -3.0% | 583,781 | -9.0% | 5.25% | -12.8% |
| Q3 2022 | $27,182,000 | -10.6% | 641,839 | -5.8% | 6.02% | -10.4% |
| Q2 2022 | $30,419,000 | -30.7% | 681,128 | -16.4% | 6.72% | -21.9% |
| Q1 2022 | $43,892,000 | -4.4% | 815,075 | +103.5% | 8.61% | -6.4% |
| Q4 2021 | $45,930,000 | +14.8% | 400,441 | +4.1% | 9.21% | +5.0% |
| Q3 2021 | $40,015,000 | +5.2% | 384,647 | +5.1% | 8.77% | +0.4% |
| Q2 2021 | $38,036,000 | +12.8% | 365,833 | +4.2% | 8.73% | -3.6% |
| Q1 2021 | $33,713,000 | +22.2% | 351,068 | +19.0% | 9.06% | +5.4% |
| Q4 2020 | $27,591,000 | -1.3% | 294,973 | -14.9% | 8.59% | -15.1% |
| Q3 2020 | $27,941,000 | +6.9% | 346,531 | -1.7% | 10.12% | +4.3% |
| Q2 2020 | $26,133,000 | +44.4% | 352,668 | +19.4% | 9.70% | +21.9% |
| Q1 2020 | $18,095,000 | -35.0% | 295,424 | -18.4% | 7.96% | -22.4% |
| Q4 2019 | $27,818,000 | +9.6% | 362,167 | +1.2% | 10.25% | +2.8% |
| Q3 2019 | $25,380,000 | +5.7% | 357,824 | +4.6% | 9.97% | -0.7% |
| Q2 2019 | $24,018,000 | +18.0% | 342,184 | +13.7% | 10.04% | +4.4% |
| Q1 2019 | $20,348,000 | +25.0% | 300,956 | +10.3% | 9.62% | +9.0% |
| Q4 2018 | $16,284,000 | -10.2% | 272,757 | +4.7% | 8.82% | -1.4% |
| Q3 2018 | $18,126,000 | +10.3% | 260,586 | +3.1% | 8.95% | -3.4% |
| Q2 2018 | $16,426,000 | +7.4% | 252,741 | +4.3% | 9.27% | +1.6% |
| Q1 2018 | $15,290,000 | +5.7% | 242,398 | +6.8% | 9.12% | -1.8% |
| Q4 2017 | $14,472,000 | +11.1% | 226,903 | +4.5% | 9.29% | +1.4% |
| Q3 2017 | $13,031,000 | +35.4% | 217,033 | +26.9% | 9.16% | +11.8% |
| Q1 2017 | $9,627,000 | +4.3% | 171,092 | +1.4% | 8.19% | -4.6% |
| Q4 2016 | $9,233,000 | – | 168,677 | – | 8.59% | – |
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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% |