SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $864,279 | -5.2% | 20,408 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $911,421 | -36.7% | 20,408 | -23.7% | 0.01% | -11.1% |
| Q1 2022 | $1,440,487 | -5.4% | 26,750 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $1,522,342 | +9.4% | 13,375 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $1,391,402 | +8.9% | 13,375 | +8.9% | 0.01% | +25.0% |
| Q2 2021 | $1,277,375 | +8.3% | 12,286 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $1,179,825 | +48.6% | 12,286 | +40.7% | 0.01% | +66.7% |
| Q4 2020 | $793,994 | +293.1% | 8,730 | +247.8% | 0.01% | +200.0% |
| Q3 2020 | $202,000 | -85.4% | 2,510 | -88.9% | 0.00% | -86.7% |
| Q1 2020 | $1,382,000 | -33.8% | 22,563 | -35.5% | 0.02% | -11.8% |
| Q4 2018 | $2,088,000 | -44.1% | 34,975 | -41.0% | 0.02% | -15.0% |
| Q1 2018 | $3,738,000 | +277.2% | 59,260 | +190.5% | 0.02% | +233.3% |
| Q4 2015 | $991,000 | – | 20,400 | – | 0.01% | – |
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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% |