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 | $833,401 | -2.9% | 16,470 | +0.5% | 0.04% | -6.7% |
| Q2 2023 | $858,021 | +4.7% | 16,384 | -3.3% | 0.04% | -4.3% |
| Q1 2023 | $819,526 | +3.7% | 16,943 | -3.2% | 0.05% | -6.0% |
| Q4 2022 | $790,431 | +8.7% | 17,507 | +2.0% | 0.05% | -9.1% |
| Q3 2022 | $727,000 | +26.2% | 17,167 | +33.1% | 0.06% | +7.8% |
| Q2 2022 | $576,000 | -13.0% | 12,900 | +4.9% | 0.05% | +2.0% |
| Q1 2022 | $662,000 | -6.4% | 12,302 | +98.0% | 0.05% | -3.8% |
| Q4 2021 | $707,000 | +9.6% | 6,214 | +0.3% | 0.05% | -1.9% |
| Q3 2021 | $645,000 | -34.8% | 6,195 | -34.9% | 0.05% | -15.9% |
| Q2 2021 | $989,000 | +17.7% | 9,516 | +8.8% | 0.06% | +5.0% |
| Q1 2021 | $840,000 | +32.7% | 8,747 | +25.7% | 0.06% | +13.2% |
| Q4 2020 | $633,000 | +93.6% | 6,956 | +71.5% | 0.05% | +60.6% |
| Q3 2020 | $327,000 | +52.1% | 4,057 | +39.9% | 0.03% | +13.8% |
| Q2 2020 | $215,000 | +2.9% | 2,899 | +6.5% | 0.03% | +16.0% |
| Q4 2019 | $209,000 | -17.1% | 2,723 | -29.8% | 0.02% | -60.9% |
| Q2 2018 | $252,000 | +1838.5% | 3,877 | +1686.6% | 0.06% | +2033.3% |
| Q1 2018 | $13,000 | -7.1% | 217 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $14,000 | +7.7% | 217 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $13,000 | -94.3% | 217 | -76.1% | 0.01% | -94.5% |
| Q2 2017 | $227,000 | +345.1% | 909 | 0.0% | 0.11% | +223.5% |
| Q1 2017 | $51,000 | +5000.0% | 909 | +8990.0% | 0.03% | +3300.0% |
| Q4 2016 | $1,000 | – | 10 | – | 0.00% | – |
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% |