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 | $208,776 | -6.5% | 4,126 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $223,358 | +2.4% | 4,265 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $218,073 | +13.5% | 4,509 | +6.0% | 0.00% | 0.0% |
| Q4 2022 | $192,133 | -3.9% | 4,255 | -10.0% | 0.00% | 0.0% |
| Q3 2022 | $200,000 | -16.3% | 4,726 | -11.7% | 0.00% | -33.3% |
| Q2 2022 | $239,000 | -15.8% | 5,354 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $284,000 | +116.8% | 5,278 | +359.4% | 0.00% | +200.0% |
| Q4 2021 | $131,000 | +9.2% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $120,000 | +0.8% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $119,000 | +8.2% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $110,000 | +4.8% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +320.0% | 1,149 | +257.9% | 0.00% | – |
| Q4 2019 | $25,000 | -26.5% | 321 | -42.5% | 0.00% | -100.0% |
| Q3 2017 | $34,000 | +6.2% | 558 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $32,000 | +3.2% | 558 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | -44.6% | 558 | -46.9% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $54,000 | +3.8% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $52,000 | +2.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $51,000 | +6.2% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $48,000 | -7.7% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $52,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $52,000 | +940.0% | 1,050 | +813.0% | 0.00% | – |
| Q3 2013 | $5,000 | -68.8% | 115 | -80.7% | 0.00% | -100.0% |
| Q1 2010 | $16,000 | – | 595 | – | 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% |