SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 832 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,067,000 | -87.8% | 116,000 | -87.8% | 0.10% | -87.7% |
| Q2 2021 | $98,772,000 | +8.3% | 950,000 | 0.0% | 0.85% | -2.3% |
| Q1 2021 | $91,229,000 | -33.8% | 950,000 | -37.3% | 0.87% | -35.3% |
| Q4 2020 | $137,880,000 | +12.8% | 1,516,000 | 0.0% | 1.35% | +4.2% |
| Q3 2020 | $122,235,000 | +8.8% | 1,516,000 | 0.0% | 1.30% | -4.1% |
| Q2 2020 | $112,336,000 | +21.0% | 1,516,000 | 0.0% | 1.35% | -1.2% |
| Q1 2020 | $92,855,000 | -5.6% | 1,516,000 | +18.3% | 1.37% | +16.1% |
| Q4 2019 | $98,394,000 | -81.2% | 1,281,000 | -82.6% | 1.18% | -82.2% |
| Q3 2019 | $522,399,000 | +293.4% | 7,365,000 | +289.3% | 6.60% | +297.1% |
| Q2 2019 | $132,799,000 | – | 1,892,000 | – | 1.66% | – |
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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% |