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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,569 | +8.7% | 4,174 | +0.4% | 0.10% | +9.7% |
| Q1 2023 | $201,131 | -87.3% | 4,158 | -88.1% | 0.09% | -84.8% |
| Q4 2022 | $1,583,234 | +449.7% | 35,066 | +414.0% | 0.61% | +271.5% |
| Q3 2022 | $288,000 | -86.4% | 6,822 | -85.6% | 0.16% | -86.0% |
| Q2 2022 | $2,114,000 | -68.2% | 47,357 | -61.6% | 1.18% | -40.4% |
| Q1 2022 | $6,641,000 | -4.0% | 123,326 | +102.8% | 1.97% | +6.9% |
| Q4 2021 | $6,920,000 | +21.2% | 60,800 | +10.8% | 1.85% | +47.8% |
| Q3 2021 | $5,708,000 | +2.4% | 54,872 | +2.6% | 1.25% | +17.9% |
| Q2 2021 | $5,572,000 | +6.4% | 53,485 | -1.9% | 1.06% | +3.9% |
| Q1 2021 | $5,236,000 | +4.1% | 54,522 | -1.4% | 1.02% | +13.6% |
| Q4 2020 | $5,029,000 | +2.5% | 55,289 | -9.2% | 0.90% | -11.0% |
| Q3 2020 | $4,908,000 | +11.9% | 60,874 | +2.9% | 1.01% | +5.5% |
| Q2 2020 | $4,385,000 | +19.5% | 59,179 | -1.2% | 0.96% | +5.2% |
| Q1 2020 | $3,668,000 | -7.6% | 59,893 | +15.9% | 0.91% | +13.8% |
| Q4 2019 | $3,970,000 | +80.5% | 51,689 | +66.7% | 0.80% | +63.5% |
| Q3 2019 | $2,199,000 | +98.1% | 31,009 | +96.1% | 0.49% | +55.9% |
| Q2 2019 | $1,110,000 | +133.2% | 15,810 | +124.4% | 0.31% | +115.9% |
| Q1 2019 | $476,000 | -38.0% | 7,045 | -45.2% | 0.14% | -48.6% |
| Q4 2018 | $768,000 | +16.7% | 12,861 | +36.0% | 0.28% | +45.4% |
| Q3 2018 | $658,000 | +8.4% | 9,456 | +6.4% | 0.19% | +9.6% |
| Q2 2018 | $607,000 | – | 8,884 | – | 0.18% | – |
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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% |