SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,490,510 | -57.2% | 54,327 | -58.7% | 0.00% | -50.0% |
| Q1 2024 | $8,162,193 | +191.2% | 131,521 | +145.7% | 0.00% | +100.0% |
| Q2 2023 | $2,803,366 | +22.6% | 53,530 | +13.2% | 0.00% | 0.0% |
| Q1 2023 | $2,287,417 | -40.2% | 47,290 | -44.2% | 0.00% | -50.0% |
| Q4 2022 | $3,824,973 | -51.5% | 84,717 | -54.5% | 0.00% | -33.3% |
| Q3 2022 | $7,885,000 | +3654.8% | 186,192 | +3861.5% | 0.00% | – |
| Q2 2022 | $210,000 | -92.1% | 4,700 | -79.9% | 0.00% | -100.0% |
| Q4 2021 | $2,665,000 | +433.0% | 23,413 | +326.0% | 0.00% | – |
| Q4 2020 | $500,000 | -94.3% | 5,496 | -94.9% | 0.00% | -100.0% |
| Q3 2020 | $8,740,000 | +269.4% | 108,394 | +239.4% | 0.01% | +150.0% |
| Q2 2020 | $2,366,000 | -47.0% | 31,935 | -56.2% | 0.00% | -50.0% |
| Q1 2020 | $4,465,000 | -59.7% | 72,906 | -49.4% | 0.00% | -73.3% |
| Q4 2019 | $11,067,000 | +45.6% | 144,089 | +34.5% | 0.02% | +15.4% |
| Q3 2019 | $7,600,000 | -32.5% | 107,148 | -43.2% | 0.01% | -45.8% |
| Q4 2018 | $11,260,000 | +105.6% | 188,613 | +139.6% | 0.02% | +118.2% |
| Q3 2018 | $5,477,000 | +24.7% | 78,735 | +16.5% | 0.01% | +10.0% |
| Q2 2018 | $4,393,000 | -74.0% | 67,599 | -74.8% | 0.01% | -77.3% |
| Q1 2018 | $16,919,000 | +663.8% | 268,209 | +672.4% | 0.04% | +633.3% |
| Q4 2017 | $2,215,000 | -68.5% | 34,724 | -70.3% | 0.01% | -73.9% |
| Q3 2017 | $7,029,000 | -53.7% | 117,066 | -55.4% | 0.02% | -56.6% |
| Q2 2017 | $15,168,000 | +68.9% | 262,552 | +64.5% | 0.05% | +32.5% |
| Q1 2017 | $8,981,000 | -26.5% | 159,603 | -30.5% | 0.04% | -24.5% |
| Q4 2016 | $12,227,000 | +1220.4% | 229,565 | +1180.1% | 0.05% | +1225.0% |
| Q3 2016 | $926,000 | -89.3% | 17,934 | -89.7% | 0.00% | -90.7% |
| Q2 2016 | $8,694,000 | -28.5% | 174,682 | -29.9% | 0.04% | -36.8% |
| Q1 2016 | $12,166,000 | +60.5% | 249,095 | +59.6% | 0.07% | +44.7% |
| Q4 2015 | $7,582,000 | -3.5% | 156,096 | -9.1% | 0.05% | -4.1% |
| Q3 2015 | $7,861,000 | +69.2% | 171,780 | +82.4% | 0.05% | +63.3% |
| Q2 2015 | $4,645,000 | -29.9% | 94,192 | -30.3% | 0.03% | -40.0% |
| Q4 2014 | $6,628,000 | +362.8% | 135,124 | +343.5% | 0.05% | +233.3% |
| Q3 2014 | $1,432,000 | -52.9% | 30,470 | -53.0% | 0.02% | -61.5% |
| Q2 2014 | $3,038,000 | – | 64,863 | – | 0.04% | – |
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% |