SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,551,342 | -0.4% | 86,402 | -3.8% | 1.57% | -1.3% |
| Q1 2024 | $5,574,428 | +12.2% | 89,823 | +2.0% | 1.59% | +2.9% |
| Q4 2023 | $4,966,182 | +6.9% | 88,053 | -4.1% | 1.54% | -6.5% |
| Q3 2023 | $4,646,550 | -6.7% | 91,829 | -3.5% | 1.65% | -3.6% |
| Q2 2023 | $4,981,591 | +5.5% | 95,123 | -2.6% | 1.71% | +1.5% |
| Q1 2023 | $4,723,548 | -0.8% | 97,655 | -7.4% | 1.69% | -3.2% |
| Q4 2022 | $4,759,749 | +1.3% | 105,421 | -5.0% | 1.74% | -9.1% |
| Q3 2022 | $4,697,000 | -3.9% | 110,920 | +1.4% | 1.92% | +0.8% |
| Q2 2022 | $4,887,000 | -18.5% | 109,438 | -1.7% | 1.90% | -5.1% |
| Q1 2022 | $5,994,000 | -4.6% | 111,316 | +101.6% | 2.01% | +2.0% |
| Q4 2021 | $6,286,000 | +7.2% | 55,229 | -2.1% | 1.97% | -1.2% |
| Q3 2021 | $5,866,000 | +3.0% | 56,388 | +3.0% | 1.99% | +3.4% |
| Q2 2021 | $5,693,000 | +2.4% | 54,755 | -5.4% | 1.92% | -4.2% |
| Q1 2021 | $5,560,000 | +6.0% | 57,901 | +0.4% | 2.01% | -3.2% |
| Q4 2020 | $5,243,000 | +10.2% | 57,643 | -2.3% | 2.08% | -3.4% |
| Q3 2020 | $4,756,000 | +21.0% | 58,982 | +11.2% | 2.15% | +14.4% |
| Q2 2020 | $3,930,000 | +49.1% | 53,034 | +23.2% | 1.88% | +23.8% |
| Q1 2020 | $2,636,000 | -13.9% | 43,032 | +8.0% | 1.52% | +14.5% |
| Q4 2019 | $3,061,000 | +26.9% | 39,853 | +17.1% | 1.33% | +12.5% |
| Q3 2019 | $2,413,000 | +19.0% | 34,025 | +19.2% | 1.18% | +14.6% |
| Q2 2019 | $2,027,000 | +14.3% | 28,543 | +8.8% | 1.03% | +10.8% |
| Q1 2019 | $1,774,000 | +18.5% | 26,240 | +4.7% | 0.93% | +5.2% |
| Q4 2018 | $1,497,000 | +1.4% | 25,072 | +18.1% | 0.88% | +12.6% |
| Q3 2018 | $1,477,000 | +7.5% | 21,233 | +0.4% | 0.78% | +2.2% |
| Q2 2018 | $1,374,000 | -7.4% | 21,138 | -10.1% | 0.77% | -9.9% |
| Q1 2018 | $1,484,000 | +26.9% | 23,523 | +28.4% | 0.85% | +27.7% |
| Q4 2017 | $1,169,000 | +9.4% | 18,323 | +2.9% | 0.67% | +4.9% |
| Q3 2017 | $1,069,000 | +6.5% | 17,808 | +2.4% | 0.64% | -4.1% |
| Q2 2017 | $1,004,000 | +24.9% | 17,384 | +21.6% | 0.66% | +29.2% |
| Q1 2017 | $804,000 | +16.5% | 14,294 | +10.4% | 0.51% | +11.3% |
| Q4 2016 | $690,000 | +18.6% | 12,947 | +14.8% | 0.46% | +14.4% |
| Q3 2016 | $582,000 | +13.7% | 11,277 | +9.6% | 0.40% | +5.5% |
| Q2 2016 | $512,000 | +34.0% | 10,285 | +31.4% | 0.38% | +53.4% |
| Q1 2016 | $382,000 | – | 7,825 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |