SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395,716 | +9.3% | 6,159 | +5.6% | 0.00% | +33.3% |
| Q1 2024 | $362,058 | +4.9% | 5,834 | -4.7% | 0.00% | 0.0% |
| Q4 2023 | $345,112 | +50.9% | 6,119 | +35.4% | 0.00% | +50.0% |
| Q3 2023 | $228,661 | -14.9% | 4,519 | -11.9% | 0.00% | -33.3% |
| Q2 2023 | $268,553 | +8.3% | 5,128 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $248,041 | +3.3% | 5,128 | -3.6% | 0.00% | 0.0% |
| Q4 2022 | $240,108 | -18.9% | 5,318 | -23.8% | 0.00% | -25.0% |
| Q3 2022 | $296,000 | -6.3% | 6,981 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $316,000 | -19.4% | 7,082 | -2.7% | 0.00% | 0.0% |
| Q1 2022 | $392,000 | -5.5% | 7,276 | +99.5% | 0.00% | 0.0% |
| Q4 2021 | $415,000 | +33.0% | 3,647 | +21.7% | 0.00% | 0.0% |
| Q3 2021 | $312,000 | -6.9% | 2,997 | -7.0% | 0.00% | 0.0% |
| Q2 2021 | $335,000 | +7.4% | 3,224 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $312,000 | +5.1% | 3,254 | -0.2% | 0.00% | -20.0% |
| Q4 2020 | $297,000 | +12.9% | 3,261 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $263,000 | +12.4% | 3,261 | +3.1% | 0.01% | +25.0% |
| Q2 2020 | $234,000 | +4580.0% | 3,164 | +2971.8% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | -82.8% | 103 | -83.8% | 0.00% | -100.0% |
| Q3 2014 | $29,000 | 0.0% | 634 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $29,000 | +3.6% | 634 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | – | 634 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |