SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 247 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,132,000 | +0.0% | 203,129 | -0.0% | 0.47% | -3.9% |
| Q2 2021 | $21,130,000 | +7.5% | 203,230 | -0.7% | 0.49% | -3.1% |
| Q1 2021 | $19,648,000 | +6.1% | 204,607 | +0.5% | 0.51% | -3.4% |
| Q4 2020 | $18,516,000 | +130.2% | 203,582 | +104.1% | 0.53% | +90.6% |
| Q3 2020 | $8,042,000 | +1464.6% | 99,737 | +1339.2% | 0.28% | +1214.3% |
| Q2 2020 | $514,000 | +32.5% | 6,930 | +9.3% | 0.02% | -4.5% |
| Q1 2020 | $388,000 | -8.3% | 6,341 | +15.0% | 0.02% | +10.0% |
| Q4 2019 | $423,000 | +80.0% | 5,512 | +66.5% | 0.02% | +66.7% |
| Q3 2019 | $235,000 | -2.5% | 3,310 | -3.6% | 0.01% | -7.7% |
| Q2 2019 | $241,000 | -24.7% | 3,432 | -27.5% | 0.01% | -23.5% |
| Q1 2019 | $320,000 | +60.0% | 4,733 | +64.3% | 0.02% | +41.7% |
| Q3 2018 | $200,000 | -1.5% | 2,881 | -9.6% | 0.01% | -14.3% |
| Q4 2017 | $203,000 | -12.9% | 3,187 | -33.4% | 0.01% | -33.3% |
| Q4 2015 | $233,000 | +9.4% | 4,788 | +11.4% | 0.02% | 0.0% |
| Q1 2015 | $213,000 | – | 4,298 | – | 0.02% | – |
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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% |