SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 452 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $990,000 | +4.3% | 9,525 | -3.6% | 0.52% | +27.7% |
Q1 2021 | $949,000 | +4.2% | 9,885 | -1.3% | 0.40% | -5.6% |
Q4 2020 | $911,000 | +14.7% | 10,014 | +1.7% | 0.43% | +5.2% |
Q3 2020 | $794,000 | +0.3% | 9,843 | -7.9% | 0.41% | -3.3% |
Q2 2020 | $792,000 | +29.8% | 10,682 | +7.3% | 0.42% | +8.8% |
Q1 2020 | $610,000 | -28.7% | 9,951 | -10.6% | 0.39% | +0.8% |
Q4 2019 | $855,000 | +10.8% | 11,133 | +2.3% | 0.38% | +8.5% |
Q3 2019 | $772,000 | +2.0% | 10,881 | +0.9% | 0.35% | +1.7% |
Q2 2019 | $757,000 | +4.4% | 10,781 | +0.6% | 0.35% | +11.2% |
Q1 2019 | $725,000 | +16.0% | 10,716 | +2.3% | 0.31% | +6.1% |
Q4 2018 | $625,000 | -11.6% | 10,476 | +3.0% | 0.30% | +11.7% |
Q3 2018 | $707,000 | +8.1% | 10,166 | +1.0% | 0.26% | -2.9% |
Q2 2018 | $654,000 | +8.8% | 10,061 | +5.6% | 0.27% | +57.2% |
Q1 2018 | $601,000 | +34.8% | 9,531 | +36.2% | 0.17% | +32.1% |
Q4 2017 | $446,000 | +359.8% | 6,996 | +334.5% | 0.13% | +297.0% |
Q3 2017 | $97,000 | – | 1,610 | – | 0.03% | – |
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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% |