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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $407,000 | -11.1% | 6,644 | +11.3% | 0.07% | +14.3% |
| Q4 2019 | $458,000 | +8.8% | 5,969 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $421,000 | -2.8% | 5,969 | -3.2% | 0.06% | 0.0% |
| Q2 2019 | $433,000 | +3.8% | 6,169 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $417,000 | +14.2% | 6,169 | 0.0% | 0.06% | +3.3% |
| Q4 2018 | $365,000 | -15.3% | 6,169 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $431,000 | +0.9% | 6,169 | -6.1% | 0.06% | -3.2% |
| Q2 2018 | $427,000 | +6.8% | 6,569 | +4.8% | 0.06% | +6.9% |
| Q1 2018 | $400,000 | -7.6% | 6,269 | -7.7% | 0.06% | -10.8% |
| Q4 2017 | $433,000 | +5.1% | 6,794 | -0.9% | 0.06% | -1.5% |
| Q3 2017 | $412,000 | +4.0% | 6,859 | 0.0% | 0.07% | +29.4% |
| Q2 2017 | $396,000 | -2.2% | 6,859 | -4.7% | 0.05% | -20.3% |
| Q1 2017 | $405,000 | +5.2% | 7,197 | -0.5% | 0.06% | 0.0% |
| Q4 2016 | $385,000 | +3.2% | 7,234 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $373,000 | +21.1% | 7,234 | +16.9% | 0.06% | +20.8% |
| Q2 2016 | $308,000 | – | 6,186 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |