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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,637,138 | +21.2% | 31,261 | +11.9% | 0.01% | +20.0% |
| Q1 2023 | $1,351,215 | +14.3% | 27,935 | +6.7% | 0.01% | 0.0% |
| Q4 2022 | $1,182,163 | -2.9% | 26,183 | -8.9% | 0.01% | 0.0% |
| Q3 2022 | $1,217,000 | -6.0% | 28,746 | -0.8% | 0.01% | 0.0% |
| Q2 2022 | $1,294,000 | -12.7% | 28,990 | +5.4% | 0.01% | 0.0% |
| Q1 2022 | $1,482,000 | -7.1% | 27,516 | +96.2% | 0.01% | 0.0% |
| Q4 2021 | $1,596,000 | +9.1% | 14,021 | -0.3% | 0.01% | 0.0% |
| Q3 2021 | $1,463,000 | -12.7% | 14,068 | -12.7% | 0.01% | -16.7% |
| Q2 2021 | $1,676,000 | +41.1% | 16,118 | +30.3% | 0.01% | +50.0% |
| Q1 2021 | $1,188,000 | +3.8% | 12,370 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $1,145,000 | +12.6% | 12,584 | -16.3% | 0.00% | -50.0% |
| Q1 2019 | $1,017,000 | +10.7% | 15,036 | -2.3% | 0.01% | +166.7% |
| Q4 2018 | $919,000 | -9.6% | 15,389 | +5.3% | 0.00% | -40.0% |
| Q3 2018 | $1,017,000 | -8.5% | 14,620 | -14.5% | 0.01% | -16.7% |
| Q2 2018 | $1,112,000 | +0.4% | 17,106 | -2.6% | 0.01% | 0.0% |
| Q1 2018 | $1,108,000 | -6.2% | 17,560 | -5.2% | 0.01% | -14.3% |
| Q4 2017 | $1,181,000 | +22.4% | 18,517 | +15.3% | 0.01% | +16.7% |
| Q3 2017 | $965,000 | +45.1% | 16,066 | +39.5% | 0.01% | +20.0% |
| Q2 2017 | $665,000 | – | 11,513 | – | 0.01% | – |
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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% |