SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 613 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $247,000 | +22.3% | 2,174 | +11.9% | 0.02% | +5.9% |
| Q3 2021 | $202,000 | +6.3% | 1,942 | +6.1% | 0.02% | +13.3% |
| Q2 2021 | $190,000 | +14.5% | 1,830 | +5.6% | 0.02% | 0.0% |
| Q1 2021 | $166,000 | +5.1% | 1,733 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $158,000 | +12.9% | 1,733 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $140,000 | +32.1% | 1,733 | +21.6% | 0.02% | +15.4% |
| Q2 2020 | $106,000 | +21.8% | 1,425 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $87,000 | -20.2% | 1,425 | 0.0% | 0.01% | +8.3% |
| Q4 2019 | $109,000 | -6.0% | 1,425 | -13.1% | 0.01% | -14.3% |
| Q3 2019 | $116,000 | -42.6% | 1,639 | -43.1% | 0.01% | -44.0% |
| Q2 2019 | $202,000 | -0.5% | 2,881 | -3.8% | 0.02% | -3.8% |
| Q1 2019 | $203,000 | +18.0% | 2,995 | +3.7% | 0.03% | +4.0% |
| Q4 2018 | $172,000 | -16.5% | 2,889 | -2.5% | 0.02% | -7.4% |
| Q3 2018 | $206,000 | +8.4% | 2,963 | +1.5% | 0.03% | 0.0% |
| Q2 2018 | $190,000 | +3.3% | 2,919 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $184,000 | -1.1% | 2,919 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $186,000 | +2.8% | 2,919 | -3.3% | 0.03% | -3.7% |
| Q3 2017 | $181,000 | +1.1% | 3,019 | -2.4% | 0.03% | 0.0% |
| Q2 2017 | $179,000 | -1.1% | 3,094 | -3.8% | 0.03% | -6.9% |
| Q1 2017 | $181,000 | +196.7% | 3,216 | +180.4% | 0.03% | +163.6% |
| Q4 2016 | $61,000 | +3.4% | 1,147 | 0.0% | 0.01% | +10.0% |
| Q3 2016 | $59,000 | +3.5% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $57,000 | +1.8% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $56,000 | 0.0% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $56,000 | +5.7% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $53,000 | -7.0% | 1,147 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $57,000 | – | 1,147 | – | 0.01% | – |
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% |