SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 600 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,517 | +14.9% | 39,181 | +11.0% | 0.01% | +14.3% |
| Q1 2024 | $2,190 | +10.6% | 35,290 | +0.5% | 0.01% | +16.7% |
| Q4 2023 | $1,981 | -11.3% | 35,117 | -17.6% | 0.01% | -25.0% |
| Q2 2023 | $2,233 | +14.9% | 42,643 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $1,944 | -1.0% | 40,183 | -7.6% | 0.01% | 0.0% |
| Q4 2022 | $1,964 | -99.9% | 43,501 | +38.0% | 0.01% | +33.3% |
| Q3 2022 | $1,335,000 | +6.2% | 31,519 | +13.1% | 0.01% | 0.0% |
| Q2 2022 | $1,257,000 | -0.5% | 27,869 | +18.9% | 0.01% | +20.0% |
| Q1 2022 | $1,263,000 | +2.4% | 23,446 | +116.2% | 0.01% | 0.0% |
| Q4 2021 | $1,234,000 | +12.5% | 10,843 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $1,097,000 | -0.5% | 10,547 | -0.6% | 0.01% | 0.0% |
| Q2 2021 | $1,103,000 | +9.1% | 10,610 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $1,011,000 | +16.1% | 10,526 | +9.9% | 0.01% | +25.0% |
| Q4 2020 | $871,000 | +10.1% | 9,580 | -2.3% | 0.00% | -20.0% |
| Q3 2020 | $791,000 | +27.2% | 9,810 | +16.9% | 0.01% | +25.0% |
| Q2 2020 | $622,000 | +29.6% | 8,390 | +7.0% | 0.00% | 0.0% |
| Q1 2020 | $480,000 | -16.4% | 7,839 | +4.8% | 0.00% | 0.0% |
| Q4 2019 | $574,000 | +17.6% | 7,479 | +8.8% | 0.00% | 0.0% |
| Q3 2019 | $488,000 | +16.2% | 6,877 | +15.0% | 0.00% | +33.3% |
| Q2 2019 | $420,000 | +1.7% | 5,981 | -2.0% | 0.00% | 0.0% |
| Q1 2019 | $413,000 | +26.7% | 6,105 | +11.9% | 0.00% | 0.0% |
| Q4 2018 | $326,000 | -13.1% | 5,455 | -7.3% | 0.00% | -25.0% |
| Q4 2017 | $375,000 | +33.5% | 5,882 | +25.8% | 0.00% | +33.3% |
| Q3 2017 | $281,000 | +25.4% | 4,677 | +20.5% | 0.00% | 0.0% |
| Q2 2017 | $224,000 | +2.8% | 3,882 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $218,000 | -26.6% | 3,882 | -30.3% | 0.00% | -25.0% |
| Q4 2016 | $297,000 | -24.6% | 5,570 | -27.0% | 0.00% | -42.9% |
| Q3 2016 | $394,000 | – | 7,634 | – | 0.01% | – |
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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% |