SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.69 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -93.3% | 1 | -99.5% | 0.00% | -100.0% |
| Q2 2020 | $15,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | -33.3% | 200 | -33.3% | 0.00% | -40.0% |
| Q2 2019 | $21,000 | +5.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $18,000 | -14.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | +10.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $19,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $18,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $17,000 | +6.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $16,000 | -42.9% | 300 | -45.5% | 0.01% | -50.0% |
| Q3 2016 | $28,000 | +3.7% | 550 | 0.0% | 0.01% | +9.1% |
| Q2 2016 | $27,000 | -30.8% | 550 | -31.2% | 0.01% | -38.9% |
| Q1 2016 | $39,000 | 0.0% | 800 | 0.0% | 0.02% | +20.0% |
| Q4 2015 | $39,000 | +8.3% | 800 | 0.0% | 0.02% | +7.1% |
| Q3 2015 | $36,000 | -10.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $40,000 | -11.1% | 800 | -11.1% | 0.01% | -6.7% |
| Q1 2015 | $45,000 | -52.6% | 900 | -53.4% | 0.02% | -57.1% |
| Q4 2014 | $95,000 | +4.4% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $91,000 | +12.3% | 1,930 | +11.9% | 0.04% | +2.9% |
| Q2 2014 | $81,000 | -43.0% | 1,725 | -45.7% | 0.03% | -42.4% |
| Q1 2014 | $142,000 | -4.1% | 3,178 | -5.9% | 0.06% | -13.2% |
| Q4 2013 | $148,000 | +8.8% | 3,378 | 0.0% | 0.07% | -18.1% |
| Q3 2013 | $136,000 | +94.3% | 3,378 | +84.1% | 0.08% | +76.6% |
| Q2 2013 | $70,000 | – | 1,835 | – | 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% |