SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 726 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,414 | +3.5% | 22,007 | 0.0% | 0.18% | +3.4% |
| Q1 2024 | $1,366 | +10.1% | 22,007 | 0.0% | 0.18% | +2.3% |
| Q4 2023 | $1,241 | +11.4% | 22,007 | 0.0% | 0.17% | +1.8% |
| Q3 2023 | $1,114 | -3.4% | 22,007 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $1,153 | +8.4% | 22,007 | 0.0% | 0.17% | -1.7% |
| Q1 2023 | $1,064 | -72.1% | 22,007 | -73.9% | 0.18% | -73.6% |
| Q4 2022 | $3,808 | -99.6% | 84,342 | +283.3% | 0.66% | +265.7% |
| Q3 2022 | $932,000 | -5.2% | 22,007 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $983,000 | +7461.5% | 22,007 | +10135.8% | 0.18% | +9100.0% |
| Q1 2022 | $13,000 | -98.8% | 215 | -97.7% | 0.00% | -98.8% |
| Q4 2021 | $1,063,000 | +9.5% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q3 2021 | $971,000 | 0.0% | 9,337 | 0.0% | 0.17% | -0.6% |
| Q2 2021 | $971,000 | +14.4% | 9,337 | +5.7% | 0.17% | +11.5% |
| Q1 2021 | $849,000 | +16.0% | 8,837 | +9.8% | 0.16% | -3.7% |
| Q4 2020 | $732,000 | +12.8% | 8,045 | 0.0% | 0.16% | 0.0% |
| Q3 2020 | $649,000 | +3505.6% | 8,045 | +3183.7% | 0.16% | +3140.0% |
| Q2 2020 | $18,000 | +125.0% | 245 | +80.1% | 0.01% | +66.7% |
| Q1 2020 | $8,000 | -20.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 136 | – | 0.00% | – |
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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% |