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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $16,911,000 | -11.4% | 317,645 | +89.4% | 2.12% | -6.7% |
Q4 2021 | $19,090,000 | +8.9% | 167,720 | -0.4% | 2.27% | +0.8% |
Q3 2021 | $17,525,000 | -1.6% | 168,461 | -1.7% | 2.26% | -1.2% |
Q2 2021 | $17,817,000 | +12.9% | 171,371 | +4.3% | 2.28% | +5.5% |
Q1 2021 | $15,783,000 | +9.1% | 164,356 | +3.3% | 2.16% | +5.2% |
Q4 2020 | $14,471,000 | +10.7% | 159,113 | -1.9% | 2.06% | +4.7% |
Q3 2020 | $13,074,000 | -0.3% | 162,144 | -8.3% | 1.96% | -5.4% |
Q2 2020 | $13,107,000 | +24.8% | 176,884 | +3.2% | 2.08% | +6.1% |
Q1 2020 | $10,501,000 | -17.5% | 171,437 | +3.5% | 1.96% | -1.1% |
Q4 2019 | $12,727,000 | +9.6% | 165,692 | +1.2% | 1.98% | +2.3% |
Q3 2019 | $11,616,000 | +2.7% | 163,768 | +1.6% | 1.94% | -1.9% |
Q2 2019 | $11,313,000 | +9.5% | 161,172 | +5.5% | 1.97% | +1.9% |
Q1 2019 | $10,327,000 | +19.1% | 152,747 | +5.2% | 1.94% | +5.3% |
Q4 2018 | $8,668,000 | -5.5% | 145,200 | +10.1% | 1.84% | -1.1% |
Q3 2018 | $9,170,000 | +18.3% | 131,834 | +10.5% | 1.86% | +8.7% |
Q2 2018 | $7,754,000 | +7.3% | 119,313 | +4.2% | 1.71% | +1.7% |
Q1 2018 | $7,224,000 | +6.7% | 114,514 | +7.9% | 1.68% | -11.1% |
Q4 2017 | $6,769,000 | +15.2% | 106,138 | +8.4% | 1.89% | +4.5% |
Q3 2017 | $5,878,000 | +13.2% | 97,906 | +9.0% | 1.81% | +6.7% |
Q2 2017 | $5,191,000 | +15.5% | 89,851 | +12.4% | 1.70% | +24.1% |
Q1 2017 | $4,496,000 | +5.9% | 79,909 | +0.3% | 1.37% | +0.1% |
Q4 2016 | $4,244,000 | +10.7% | 79,679 | +7.3% | 1.37% | +20.8% |
Q3 2016 | $3,833,000 | +12.0% | 74,246 | +8.0% | 1.13% | +12.5% |
Q2 2016 | $3,421,000 | +18.2% | 68,733 | +15.9% | 1.01% | +16.0% |
Q1 2016 | $2,895,000 | +16.8% | 59,284 | +16.1% | 0.87% | +9.9% |
Q4 2015 | $2,479,000 | +42.2% | 51,048 | +34.0% | 0.79% | +27.9% |
Q3 2015 | $1,743,000 | +41.7% | 38,089 | +52.7% | 0.62% | +17.1% |
Q2 2015 | $1,230,000 | +91.0% | 24,939 | +91.9% | 0.53% | +102.7% |
Q1 2015 | $644,000 | +124.4% | 12,996 | +121.9% | 0.26% | +116.7% |
Q4 2014 | $287,000 | +1147.8% | 5,856 | +1078.3% | 0.12% | +1100.0% |
Q3 2014 | $23,000 | – | 497 | – | 0.01% | – |
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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% |