SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $18,101,000 | +1013.9% | 258,376 | +884.1% | 5.49% | +905.7% |
| Q4 2018 | $1,625,000 | +18.8% | 26,254 | +33.5% | 0.55% | +25.5% |
| Q3 2018 | $1,368,000 | +8.1% | 19,662 | +3.2% | 0.44% | +3.8% |
| Q2 2018 | $1,265,000 | +15.1% | 19,054 | +11.6% | 0.42% | +12.6% |
| Q1 2018 | $1,099,000 | +2.4% | 17,070 | +6.6% | 0.37% | +3.6% |
| Q4 2017 | $1,073,000 | -35.4% | 16,018 | -42.1% | 0.36% | -39.3% |
| Q3 2017 | $1,661,000 | -2.1% | 27,662 | -3.7% | 0.59% | -6.6% |
| Q2 2017 | $1,697,000 | +25.9% | 28,734 | +19.9% | 0.63% | +19.9% |
| Q1 2017 | $1,348,000 | +17.8% | 23,960 | +11.6% | 0.53% | +8.6% |
| Q4 2016 | $1,144,000 | -9.9% | 21,479 | -12.6% | 0.49% | -10.3% |
| Q3 2016 | $1,269,000 | -1.7% | 24,587 | -5.2% | 0.54% | -8.0% |
| Q2 2016 | $1,291,000 | +0.8% | 25,942 | -1.1% | 0.59% | -3.0% |
| Q1 2016 | $1,281,000 | +27.2% | 26,228 | +26.5% | 0.61% | +25.4% |
| Q4 2015 | $1,007,000 | +3.1% | 20,729 | -2.9% | 0.48% | +5.2% |
| Q3 2015 | $977,000 | +20.5% | 21,343 | +30.8% | 0.46% | +22.3% |
| Q2 2015 | $811,000 | -15.7% | 16,319 | -15.9% | 0.38% | -17.7% |
| Q1 2015 | $962,000 | -76.0% | 19,402 | -76.6% | 0.46% | -77.1% |
| Q4 2014 | $4,005,000 | +12.7% | 82,945 | +5.0% | 1.99% | +6.3% |
| Q3 2014 | $3,555,000 | -2.0% | 79,012 | +2.0% | 1.88% | -1.3% |
| Q2 2014 | $3,627,000 | +4.1% | 77,446 | -0.6% | 1.90% | +3.3% |
| Q1 2014 | $3,484,000 | +10.3% | 77,933 | +8.7% | 1.84% | +5.5% |
| Q4 2013 | $3,160,000 | +22.0% | 71,699 | +11.3% | 1.74% | +16.8% |
| Q3 2013 | $2,591,000 | – | 64,429 | – | 1.49% | – |
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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% |