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 | $14,798,814 | -4.0% | 292,467 | -0.6% | 1.15% | -1.2% |
| Q2 2023 | $15,414,167 | +8.1% | 294,332 | -0.1% | 1.16% | +0.7% |
| Q1 2023 | $14,253,553 | +5.8% | 294,678 | -1.2% | 1.16% | -1.5% |
| Q4 2022 | $13,470,739 | +32.1% | 298,355 | +23.9% | 1.17% | +19.3% |
| Q3 2022 | $10,195,000 | -7.8% | 240,730 | -2.8% | 0.98% | +1.6% |
| Q2 2022 | $11,058,000 | -16.7% | 247,600 | +0.5% | 0.97% | -1.3% |
| Q1 2022 | $13,273,000 | -7.1% | 246,482 | +96.3% | 0.98% | -6.0% |
| Q4 2021 | $14,292,000 | +7.9% | 125,540 | -1.4% | 1.04% | +1.2% |
| Q3 2021 | $13,245,000 | -1.6% | 127,318 | -1.7% | 1.03% | -14.9% |
| Q2 2021 | $13,464,000 | +3.0% | 129,497 | -4.9% | 1.21% | -4.6% |
| Q1 2021 | $13,072,000 | +17.5% | 136,119 | +11.2% | 1.27% | +5.4% |
| Q4 2020 | $11,129,000 | +36.1% | 122,359 | +20.6% | 1.20% | +18.5% |
| Q3 2020 | $8,179,000 | +19.1% | 101,437 | +9.4% | 1.02% | +10.2% |
| Q2 2020 | $6,870,000 | +32.5% | 92,717 | +9.6% | 0.92% | +8.1% |
| Q1 2020 | $5,183,000 | -18.3% | 84,622 | +2.5% | 0.85% | +8.7% |
| Q4 2019 | $6,343,000 | +12.8% | 82,585 | +4.1% | 0.79% | +4.1% |
| Q3 2019 | $5,624,000 | +19.2% | 79,295 | +18.0% | 0.76% | +17.4% |
| Q2 2019 | $4,718,000 | -33.0% | 67,215 | -35.5% | 0.64% | +30.4% |
| Q1 2019 | $7,044,000 | +220.2% | 104,180 | +182.7% | 0.49% | +37.3% |
| Q4 2018 | $2,200,000 | +35.3% | 36,850 | +57.7% | 0.36% | +58.1% |
| Q3 2018 | $1,626,000 | +47.4% | 23,370 | +37.7% | 0.23% | +40.1% |
| Q2 2018 | $1,103,000 | +13.7% | 16,970 | +10.4% | 0.16% | +12.5% |
| Q1 2018 | $970,000 | +7.9% | 15,370 | +9.0% | 0.14% | +11.6% |
| Q4 2017 | $899,000 | +15.6% | 14,100 | +8.9% | 0.13% | +8.4% |
| Q3 2017 | $778,000 | +12.1% | 12,950 | +7.8% | 0.12% | +9.2% |
| Q2 2017 | $694,000 | +2.7% | 12,010 | 0.0% | 0.11% | +0.9% |
| Q1 2017 | $676,000 | +54.7% | 12,010 | +46.3% | 0.11% | +47.9% |
| Q4 2016 | $437,000 | – | 8,210 | – | 0.07% | – |
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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% |