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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $6,977,000 | -0.4% | 90,832 | -8.0% | 0.80% | -10.4% |
Q3 2019 | $7,004,000 | +2.7% | 98,748 | +1.6% | 0.90% | -0.7% |
Q2 2019 | $6,823,000 | +9.3% | 97,202 | +5.2% | 0.90% | +4.4% |
Q1 2019 | $6,245,000 | +13.0% | 92,373 | -0.2% | 0.86% | -0.1% |
Q4 2018 | $5,526,000 | -20.4% | 92,565 | -7.2% | 0.86% | -16.4% |
Q3 2018 | $6,941,000 | +7.8% | 99,790 | +0.7% | 1.03% | +4.1% |
Q2 2018 | $6,439,000 | -4.5% | 99,078 | -6.3% | 0.99% | -6.8% |
Q4 2017 | $6,742,000 | -0.6% | 105,713 | -6.4% | 1.07% | -4.8% |
Q3 2017 | $6,784,000 | +7.6% | 112,992 | +3.6% | 1.12% | +1.6% |
Q2 2017 | $6,302,000 | +12.2% | 109,096 | +9.3% | 1.10% | +7.9% |
Q1 2017 | $5,615,000 | +28.7% | 99,795 | +21.8% | 1.02% | +22.0% |
Q4 2016 | $4,362,000 | +160.0% | 81,905 | +151.9% | 0.84% | +151.4% |
Q3 2016 | $1,678,000 | – | 32,515 | – | 0.33% | – |
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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% |