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 | $227,791 | -3.2% | 4,502 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $235,423 | -3.5% | 4,495 | -10.8% | 0.00% | 0.0% |
| Q1 2023 | $243,839 | +24.2% | 5,041 | +15.9% | 0.00% | +33.3% |
| Q4 2022 | $196,292 | -5.6% | 4,348 | -11.5% | 0.00% | -25.0% |
| Q3 2022 | $208,000 | -2.3% | 4,912 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $213,000 | -9.4% | 4,771 | +9.4% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | -27.0% | 4,361 | +54.3% | 0.00% | -20.0% |
| Q4 2021 | $322,000 | +81.9% | 2,826 | +66.4% | 0.01% | +66.7% |
| Q3 2021 | $177,000 | -14.5% | 1,698 | -14.8% | 0.00% | 0.0% |
| Q2 2021 | $207,000 | -99.9% | 1,992 | -8.1% | 0.00% | +50.0% |
| Q1 2021 | $208,130,000 | +212277.6% | 2,168 | +100.6% | 0.00% | 0.0% |
| Q4 2020 | $98,000 | +12.6% | 1,081 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $87,000 | +22.5% | 1,078 | +11.8% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | +22.4% | 964 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $58,000 | -21.6% | 960 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $74,000 | +8.8% | 964 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $68,000 | +1.5% | 960 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $67,000 | +1.5% | 960 | +0.9% | 0.00% | -33.3% |
| Q3 2018 | $66,000 | +6.5% | 951 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $62,000 | +5.1% | 951 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $59,000 | -1.7% | 951 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $60,000 | +566.7% | 951 | +529.8% | 0.01% | +400.0% |
| Q3 2017 | $9,000 | +12.5% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | +33.3% | 151 | +39.8% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | – | 108 | – | 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% |