SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $209,000 | -2.8% | 2,957 | -3.7% | 0.15% | -4.5% |
| Q2 2019 | $215,000 | -18.6% | 3,070 | -21.6% | 0.16% | -19.5% |
| Q1 2019 | $264,000 | +19.5% | 3,917 | +5.8% | 0.20% | +5.4% |
| Q4 2018 | $221,000 | -12.0% | 3,704 | +2.5% | 0.18% | +1.6% |
| Q3 2018 | $251,000 | +8.7% | 3,615 | +1.6% | 0.18% | +5.8% |
| Q2 2018 | $231,000 | +6.5% | 3,559 | +3.3% | 0.17% | +4.2% |
| Q1 2018 | $217,000 | -25.9% | 3,446 | -25.2% | 0.16% | -22.2% |
| Q4 2017 | $293,000 | +10.2% | 4,607 | +4.0% | 0.21% | +5.5% |
| Q3 2017 | $266,000 | +15.7% | 4,430 | +11.1% | 0.20% | +11.0% |
| Q2 2017 | $230,000 | – | 3,986 | – | 0.18% | – |
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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% |