SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $557,000 | -65.4% | 10,345 | -26.9% | 0.02% | -59.0% |
| Q4 2021 | $1,610,000 | +9.7% | 14,149 | +0.4% | 0.04% | +18.2% |
| Q3 2021 | $1,467,000 | -4.1% | 14,098 | -4.2% | 0.03% | -2.9% |
| Q2 2021 | $1,529,000 | +10.0% | 14,709 | +1.6% | 0.03% | +3.0% |
| Q1 2021 | $1,390,000 | +3.5% | 14,479 | -2.0% | 0.03% | 0.0% |
| Q4 2020 | $1,343,000 | +13.6% | 14,769 | +0.7% | 0.03% | 0.0% |
| Q3 2020 | $1,182,000 | +13.9% | 14,665 | +4.7% | 0.03% | +10.0% |
| Q2 2020 | $1,038,000 | +14.8% | 14,008 | -5.1% | 0.03% | -3.2% |
| Q1 2020 | $904,000 | -24.9% | 14,758 | -5.8% | 0.03% | -6.1% |
| Q4 2019 | $1,203,000 | +19.5% | 15,665 | +10.3% | 0.03% | +13.8% |
| Q3 2019 | $1,007,000 | -1.6% | 14,196 | -2.6% | 0.03% | +3.6% |
| Q2 2019 | $1,023,000 | +3.1% | 14,575 | -0.7% | 0.03% | -9.7% |
| Q1 2019 | $992,000 | +7.1% | 14,677 | -5.3% | 0.03% | -3.1% |
| Q4 2018 | $926,000 | -19.4% | 15,499 | -6.2% | 0.03% | -11.1% |
| Q3 2018 | $1,149,000 | +7.9% | 16,516 | +0.8% | 0.04% | +33.3% |
| Q2 2018 | $1,065,000 | +16.1% | 16,383 | +12.7% | 0.03% | -6.9% |
| Q1 2018 | $917,000 | -14.1% | 14,533 | -13.2% | 0.03% | -12.1% |
| Q4 2017 | $1,068,000 | -38.8% | 16,743 | -42.4% | 0.03% | -43.1% |
| Q3 2017 | $1,745,000 | +24.4% | 29,059 | +19.6% | 0.06% | +20.8% |
| Q2 2017 | $1,403,000 | +11.6% | 24,288 | +8.8% | 0.05% | +9.1% |
| Q1 2017 | $1,257,000 | +31.6% | 22,330 | +24.4% | 0.04% | +25.7% |
| Q4 2016 | $955,000 | +180.9% | 17,946 | +172.4% | 0.04% | +94.4% |
| Q3 2016 | $340,000 | +70.9% | 6,587 | +65.0% | 0.02% | +63.6% |
| Q2 2016 | $199,000 | – | 3,992 | – | 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% |