SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 807 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 2024 | $8,186,619 | +3.2% | 127,418 | -0.3% | 1.49% | -20.0% |
| Q1 2024 | $7,933,762 | +9.1% | 127,840 | -0.8% | 1.87% | +1.3% |
| Q4 2023 | $7,269,910 | +10.8% | 128,899 | -0.6% | 1.84% | +0.2% |
| Q3 2023 | $6,562,388 | -3.9% | 129,691 | -0.5% | 1.84% | +6.3% |
| Q2 2023 | $6,825,979 | +2.8% | 130,341 | -5.1% | 1.73% | +1.3% |
| Q1 2023 | $6,641,212 | +5.6% | 137,300 | -1.4% | 1.71% | +5.1% |
| Q4 2022 | $6,288,541 | -18.9% | 139,281 | -24.0% | 1.63% | -23.0% |
| Q3 2022 | $7,756,000 | -18.5% | 183,152 | -14.1% | 2.11% | -19.9% |
| Q2 2022 | $9,519,000 | -17.3% | 213,143 | -0.3% | 2.64% | -19.9% |
| Q1 2022 | $11,509,000 | -5.6% | 213,720 | +99.6% | 3.29% | -6.3% |
| Q4 2021 | $12,187,000 | +9.0% | 107,071 | -0.4% | 3.51% | -1.2% |
| Q3 2021 | $11,183,000 | +13.9% | 107,498 | +13.8% | 3.55% | -28.1% |
| Q2 2021 | $9,822,000 | +6.8% | 94,467 | -1.4% | 4.94% | -3.4% |
| Q1 2021 | $9,199,000 | -20.1% | 95,797 | -24.4% | 5.12% | -21.8% |
| Q4 2020 | $11,518,000 | +13.8% | 126,638 | +0.9% | 6.54% | +8.8% |
| Q3 2020 | $10,124,000 | +11.2% | 125,556 | +2.2% | 6.02% | -2.6% |
| Q2 2020 | $9,105,000 | +20.9% | 122,878 | -0.1% | 6.18% | +8.5% |
| Q1 2020 | $7,530,000 | -18.2% | 122,942 | +2.6% | 5.69% | -7.3% |
| Q4 2019 | $9,203,000 | – | 119,810 | – | 6.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |