SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $75,858 | +11.6% | 1,344 | +0.1% | 0.01% | 0.0% |
| Q3 2023 | $67,969 | -3.3% | 1,343 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $70,264 | +8.4% | 1,341 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $64,822 | +98115.2% | 1,340 | -8.2% | 0.01% | 0.0% |
| Q4 2022 | $66 | -99.9% | 1,460 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $62,000 | -4.6% | 1,457 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $65,000 | -16.7% | 1,455 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $78,000 | +50.0% | 1,453 | +215.2% | 0.01% | +40.0% |
| Q4 2021 | $52,000 | +8.3% | 461 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 461 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 461 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 461 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $42,000 | +13.5% | 461 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $37,000 | +8.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +21.4% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -20.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | -3.0% | 461 | -12.0% | 0.00% | -20.0% |
| Q4 2018 | $33,000 | +200.0% | 524 | +208.2% | 0.01% | +150.0% |
| Q4 2017 | $11,000 | +10.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | – | 170 | – | 0.00% | – |
Download | ||||||
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% |