SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 488 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $287,199 | -7.7% | 4,470 | -10.9% | 0.03% | -8.1% |
| Q1 2024 | $311,293 | -38.5% | 5,016 | -44.1% | 0.04% | -43.9% |
| Q4 2023 | $505,908 | +9.0% | 8,970 | -2.2% | 0.07% | -1.5% |
| Q3 2023 | $464,002 | -6.0% | 9,170 | -2.8% | 0.07% | -5.6% |
| Q2 2023 | $493,850 | +8.3% | 9,430 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $456,130 | +7.1% | 9,430 | 0.0% | 0.07% | +9.4% |
| Q4 2022 | $425,768 | +51.5% | 9,430 | +41.6% | 0.06% | +36.2% |
| Q3 2022 | $281,000 | -7.9% | 6,660 | -2.5% | 0.05% | +2.2% |
| Q2 2022 | $305,000 | -49.3% | 6,830 | -39.0% | 0.05% | -37.8% |
| Q1 2022 | $602,000 | +35.0% | 11,190 | +185.5% | 0.07% | +32.1% |
| Q4 2021 | $446,000 | -25.3% | 3,920 | -31.6% | 0.06% | -30.9% |
| Q3 2021 | $597,000 | -2.5% | 5,735 | -2.5% | 0.08% | -2.4% |
| Q2 2021 | $612,000 | +7.0% | 5,885 | -1.2% | 0.08% | +2.5% |
| Q1 2021 | $572,000 | -23.0% | 5,955 | -27.1% | 0.08% | -27.7% |
| Q4 2020 | $743,000 | +12.9% | 8,165 | 0.0% | 0.11% | +1.8% |
| Q3 2020 | $658,000 | +0.3% | 8,165 | -7.9% | 0.11% | -8.3% |
| Q2 2020 | $656,000 | +64.8% | 8,863 | +36.4% | 0.12% | +30.4% |
| Q1 2020 | $398,000 | -70.9% | 6,498 | -63.6% | 0.09% | -62.3% |
| Q4 2019 | $1,370,000 | +22.6% | 17,835 | +13.3% | 0.24% | +13.5% |
| Q3 2019 | $1,117,000 | +40.3% | 15,740 | +38.9% | 0.22% | +36.9% |
| Q2 2019 | $796,000 | -14.7% | 11,330 | -17.9% | 0.16% | -17.8% |
| Q1 2019 | $933,000 | -0.6% | 13,800 | -12.2% | 0.19% | -11.2% |
| Q4 2018 | $939,000 | -16.8% | 15,720 | -3.2% | 0.22% | +0.5% |
| Q3 2018 | $1,129,000 | +461.7% | 16,240 | +424.7% | 0.21% | +422.0% |
| Q2 2018 | $201,000 | -70.0% | 3,095 | -77.4% | 0.04% | -73.7% |
| Q4 2014 | $671,000 | +222.6% | 13,675 | +209.0% | 0.16% | +218.4% |
| Q2 2014 | $208,000 | – | 4,426 | – | 0.05% | – |
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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% |