SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,889,654 | +27.3% | 76,104 | +23.0% | 0.00% | 0.0% |
| Q1 2024 | $3,839,948 | -50.3% | 61,875 | -54.8% | 0.00% | -50.0% |
| Q4 2023 | $7,727,668 | +137.6% | 137,015 | +113.2% | 0.00% | +100.0% |
| Q3 2023 | $3,252,529 | -20.8% | 64,279 | -18.0% | 0.00% | 0.0% |
| Q2 2023 | $4,104,590 | +10.6% | 78,377 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $3,710,805 | +7.1% | 76,717 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,463,784 | +28.8% | 76,717 | +20.8% | 0.00% | 0.0% |
| Q3 2022 | $2,690,000 | -6.7% | 63,516 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $2,882,000 | -16.2% | 64,517 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $3,440,000 | +13.5% | 63,877 | +139.8% | 0.00% | 0.0% |
| Q4 2021 | $3,032,000 | +9.8% | 26,641 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $2,761,000 | -1.5% | 26,543 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $2,804,000 | +13.1% | 26,966 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $2,479,000 | +5.6% | 25,817 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,348,000 | -13.0% | 25,817 | -22.8% | 0.00% | 0.0% |
| Q3 2020 | $2,698,000 | +19.1% | 33,459 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $2,265,000 | +39.2% | 30,567 | +15.0% | 0.00% | 0.0% |
| Q1 2020 | $1,627,000 | -47.6% | 26,579 | -34.3% | 0.00% | 0.0% |
| Q4 2019 | $3,107,000 | +7.7% | 40,448 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $2,884,000 | -18.7% | 40,660 | -19.6% | 0.00% | 0.0% |
| Q2 2019 | $3,549,000 | +93.5% | 50,568 | +86.4% | 0.00% | 0.0% |
| Q1 2019 | $1,834,000 | +3.9% | 27,126 | -8.3% | 0.00% | 0.0% |
| Q4 2018 | $1,766,000 | -14.1% | 29,576 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,057,000 | +34.7% | 29,576 | +25.9% | 0.00% | – |
| Q2 2018 | $1,527,000 | +9.5% | 23,495 | +6.3% | 0.00% | – |
| Q1 2018 | $1,394,000 | +13.6% | 22,100 | +14.9% | 0.00% | – |
| Q4 2017 | $1,227,000 | +6.1% | 19,240 | -0.0% | 0.00% | – |
| Q3 2017 | $1,156,000 | +4.0% | 19,249 | 0.0% | 0.00% | – |
| Q2 2017 | $1,112,000 | +2.7% | 19,249 | +0.0% | 0.00% | – |
| Q1 2017 | $1,083,000 | -31.3% | 19,241 | -35.0% | 0.00% | – |
| Q4 2016 | $1,576,000 | +59.7% | 29,585 | +54.7% | 0.00% | – |
| Q3 2016 | $987,000 | +3.9% | 19,120 | +0.2% | 0.00% | – |
| Q2 2016 | $950,000 | -8.7% | 19,078 | -10.4% | 0.00% | – |
| Q1 2016 | $1,040,000 | +29.5% | 21,298 | +28.8% | 0.00% | – |
| Q4 2015 | $803,000 | +7.1% | 16,534 | +0.9% | 0.00% | – |
| Q3 2015 | $750,000 | -4.3% | 16,388 | +3.1% | 0.00% | – |
| Q2 2015 | $784,000 | – | 15,898 | – | 0.00% | – |
Download | ||||||
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% |