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 | $1,454,561 | +3.8% | 22,639 | +0.3% | 0.28% | +2.9% |
| Q1 2024 | $1,401,134 | +8.2% | 22,577 | -1.7% | 0.27% | +0.4% |
| Q4 2023 | $1,295,272 | +10.6% | 22,966 | -0.8% | 0.27% | -4.2% |
| Q3 2023 | $1,171,407 | -4.8% | 23,150 | -1.5% | 0.28% | -4.4% |
| Q2 2023 | $1,230,202 | -8.0% | 23,491 | -15.0% | 0.30% | -13.6% |
| Q1 2023 | $1,337,096 | -8.3% | 27,643 | -14.4% | 0.34% | -13.5% |
| Q4 2022 | $1,457,817 | +6.4% | 32,288 | -0.2% | 0.40% | -3.6% |
| Q3 2022 | $1,370,000 | -4.4% | 32,352 | +0.8% | 0.41% | -1.9% |
| Q2 2022 | $1,433,000 | -21.1% | 32,096 | -4.9% | 0.42% | -13.7% |
| Q1 2022 | $1,817,000 | -5.2% | 33,736 | +100.3% | 0.49% | -4.5% |
| Q4 2021 | $1,917,000 | +6.9% | 16,839 | -2.4% | 0.51% | -10.3% |
| Q3 2021 | $1,794,000 | -1.2% | 17,246 | -1.3% | 0.57% | +2.9% |
| Q2 2021 | $1,816,000 | +6.9% | 17,467 | -1.3% | 0.56% | +2.0% |
| Q1 2021 | $1,699,000 | -4.3% | 17,697 | -9.3% | 0.54% | -0.7% |
| Q4 2020 | $1,775,000 | +20.7% | 19,517 | +7.1% | 0.55% | +2.2% |
| Q3 2020 | $1,470,000 | +8.1% | 18,230 | -0.7% | 0.54% | -3.2% |
| Q2 2020 | $1,360,000 | +20.4% | 18,356 | -0.5% | 0.55% | -0.2% |
| Q1 2020 | $1,130,000 | -10.2% | 18,451 | +12.7% | 0.56% | -4.0% |
| Q4 2019 | $1,258,000 | -7.6% | 16,377 | -14.7% | 0.58% | -14.2% |
| Q3 2019 | $1,361,000 | +5.7% | 19,191 | +4.6% | 0.67% | -12.9% |
| Q2 2019 | $1,288,000 | +2.8% | 18,346 | -1.0% | 0.77% | -1.1% |
| Q1 2019 | $1,253,000 | +12.3% | 18,538 | -0.8% | 0.78% | -7.4% |
| Q4 2018 | $1,116,000 | -15.1% | 18,692 | -1.1% | 0.85% | -4.0% |
| Q3 2018 | $1,314,000 | +9.0% | 18,893 | +1.9% | 0.88% | -2.7% |
| Q2 2018 | $1,205,000 | +2.0% | 18,548 | -0.9% | 0.90% | -6.0% |
| Q1 2018 | $1,181,000 | -3.7% | 18,717 | -2.7% | 0.96% | -22.6% |
| Q4 2017 | $1,227,000 | – | 19,234 | – | 1.24% | – |
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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% |