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 | $1,060,752 | +144.2% | 20,964 | +152.7% | 0.03% | +19.2% |
| Q2 2023 | $434,420 | +10.2% | 8,295 | +1.8% | 0.03% | -10.3% |
| Q1 2023 | $394,298 | +1.0% | 8,152 | -5.8% | 0.03% | -6.5% |
| Q4 2022 | $390,554 | -11.2% | 8,650 | -16.8% | 0.03% | -24.4% |
| Q3 2022 | $440,000 | -32.1% | 10,401 | -28.3% | 0.04% | -19.6% |
| Q2 2022 | $648,000 | -11.1% | 14,499 | +7.1% | 0.05% | +4.1% |
| Q1 2022 | $729,000 | -29.9% | 13,540 | +48.2% | 0.05% | -31.0% |
| Q4 2021 | $1,040,000 | +47.5% | 9,138 | +34.9% | 0.07% | +34.0% |
| Q3 2021 | $705,000 | +33.3% | 6,775 | +33.1% | 0.05% | +29.3% |
| Q2 2021 | $529,000 | +8.2% | 5,091 | -0.1% | 0.04% | 0.0% |
| Q1 2021 | $489,000 | +4.0% | 5,094 | -1.4% | 0.04% | -4.7% |
| Q4 2020 | $470,000 | +19.9% | 5,165 | +6.2% | 0.04% | +2.4% |
| Q3 2020 | $392,000 | +46.3% | 4,865 | +34.6% | 0.04% | +35.5% |
| Q2 2020 | $268,000 | +23.5% | 3,614 | +1.9% | 0.03% | -3.1% |
| Q1 2020 | $217,000 | -20.5% | 3,548 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $273,000 | +8.3% | 3,548 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $252,000 | +1.2% | 3,548 | 0.0% | 0.03% | +3.0% |
| Q2 2019 | $249,000 | -84.9% | 3,548 | -87.1% | 0.03% | -87.2% |
| Q4 2018 | $1,647,000 | -24.2% | 27,594 | -11.6% | 0.26% | -13.8% |
| Q3 2018 | $2,172,000 | +18.2% | 31,229 | +10.5% | 0.30% | +13.7% |
| Q2 2018 | $1,837,000 | – | 28,265 | – | 0.26% | – |
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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% |