SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,251,000 | +21.6% | 81,386 | +12.3% | 0.41% | +6.6% |
| Q3 2019 | $5,140,000 | +4.8% | 72,476 | +3.8% | 0.38% | -1.0% |
| Q2 2019 | $4,903,000 | +4.2% | 69,850 | +0.4% | 0.38% | -1.0% |
| Q1 2019 | $4,706,000 | +20.3% | 69,583 | +6.2% | 0.39% | +6.9% |
| Q4 2018 | $3,912,000 | -5.7% | 65,528 | +9.9% | 0.36% | -9.5% |
| Q3 2018 | $4,149,000 | +3.4% | 59,640 | -3.4% | 0.40% | -3.1% |
| Q2 2018 | $4,013,000 | -2.3% | 61,746 | -5.2% | 0.42% | -10.4% |
| Q1 2018 | $4,109,000 | +2.1% | 65,145 | +3.7% | 0.46% | +6.7% |
| Q4 2017 | $4,025,000 | +0.4% | 62,827 | -5.9% | 0.43% | -4.4% |
| Q3 2017 | $4,009,000 | +14.0% | 66,772 | +9.7% | 0.45% | +10.5% |
| Q2 2017 | $3,517,000 | -9.9% | 60,872 | -12.2% | 0.41% | -14.2% |
| Q1 2017 | $3,902,000 | +3.6% | 69,337 | -1.9% | 0.48% | -5.0% |
| Q4 2016 | $3,765,000 | +13844.4% | 70,683 | +12128.9% | 0.50% | +8300.0% |
| Q3 2014 | $27,000 | -46.0% | 578 | -46.1% | 0.01% | -45.5% |
| Q2 2014 | $50,000 | – | 1,073 | – | 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% |