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 | $6,642,366 | -6.4% | 131,271 | -3.1% | 0.03% | -3.7% |
| Q2 2023 | $7,096,964 | +482358.5% | 135,514 | +345.4% | 0.03% | +350.0% |
| Q1 2023 | $1,471 | +9.9% | 30,427 | +2.5% | 0.01% | -14.3% |
| Q4 2022 | $1,339 | -99.9% | 29,694 | -11.3% | 0.01% | 0.0% |
| Q3 2022 | $1,417,000 | -6.5% | 33,466 | -1.5% | 0.01% | -12.5% |
| Q2 2022 | $1,516,000 | -29.5% | 33,960 | -15.0% | 0.01% | -20.0% |
| Q1 2022 | $2,150,000 | -3.9% | 39,946 | +103.0% | 0.01% | 0.0% |
| Q4 2021 | $2,238,000 | +12.1% | 19,674 | +2.5% | 0.01% | 0.0% |
| Q3 2021 | $1,996,000 | +16.9% | 19,200 | +16.8% | 0.01% | 0.0% |
| Q2 2021 | $1,708,000 | +1625.3% | 16,435 | +1478.8% | 0.01% | +900.0% |
| Q1 2021 | $99,000 | +98.0% | 1,041 | +86.9% | 0.00% | – |
| Q4 2020 | $50,000 | +13.6% | 557 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | +7.3% | 557 | 0.0% | 0.00% | – |
| Q2 2020 | $41,000 | +20.6% | 557 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -20.9% | 557 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $43,000 | +7.5% | 557 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +2.6% | 557 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | – | 557 | – | 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% |