SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,612,000 | +5.9% | 32,394 | -2.7% | 0.05% | -3.9% |
| Q2 2020 | $2,466,000 | +10.7% | 33,282 | -8.5% | 0.05% | -10.5% |
| Q1 2020 | $2,228,000 | -23.1% | 36,382 | -3.6% | 0.06% | -12.3% |
| Q4 2019 | $2,899,000 | +7.4% | 37,736 | -0.8% | 0.06% | -4.4% |
| Q3 2019 | $2,699,000 | -3.3% | 38,056 | -4.3% | 0.07% | -9.3% |
| Q2 2019 | $2,791,000 | -4.9% | 39,760 | -8.5% | 0.08% | -10.7% |
| Q1 2019 | $2,936,000 | +11.4% | 43,431 | -1.6% | 0.08% | -2.3% |
| Q4 2018 | $2,635,000 | -14.2% | 44,143 | -0.0% | 0.09% | -2.3% |
| Q3 2018 | $3,071,000 | +2.7% | 44,153 | -4.1% | 0.09% | -4.3% |
| Q2 2018 | $2,991,000 | +4.2% | 46,026 | +1.1% | 0.09% | 0.0% |
| Q1 2018 | $2,871,000 | -7.0% | 45,511 | -6.0% | 0.09% | -7.1% |
| Q4 2017 | $3,088,000 | +3.3% | 48,420 | -2.7% | 0.10% | -7.5% |
| Q3 2017 | $2,988,000 | +5.1% | 49,760 | +1.1% | 0.11% | -2.7% |
| Q2 2017 | $2,842,000 | +138.4% | 49,203 | +132.3% | 0.11% | +124.5% |
| Q1 2017 | $1,192,000 | – | 21,178 | – | 0.05% | – |
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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% |