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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,424,401 | -1.3% | 75,845 | -7.4% | 0.28% | -9.4% |
| Q3 2022 | $3,469,000 | +12.3% | 81,917 | +18.4% | 0.31% | +16.1% |
| Q2 2022 | $3,090,000 | -28.2% | 69,182 | -13.4% | 0.27% | -20.1% |
| Q1 2022 | $4,302,000 | -33.1% | 79,895 | +41.5% | 0.33% | -31.1% |
| Q4 2021 | $6,426,000 | -6.2% | 56,454 | -14.3% | 0.48% | -13.1% |
| Q3 2021 | $6,849,000 | +13.1% | 65,837 | +13.0% | 0.56% | +13.0% |
| Q2 2021 | $6,057,000 | +45.9% | 58,262 | +34.8% | 0.49% | +35.0% |
| Q1 2021 | $4,151,000 | -41.6% | 43,221 | -42.9% | 0.37% | +14.4% |
| Q4 2020 | $7,110,000 | +21.0% | 75,752 | +3.9% | 0.32% | -45.9% |
| Q3 2020 | $5,876,000 | +18.5% | 72,874 | +8.9% | 0.59% | +11.1% |
| Q2 2020 | $4,958,000 | +25.0% | 66,906 | +3.3% | 0.53% | +4.3% |
| Q1 2020 | $3,967,000 | -45.2% | 64,771 | -31.3% | 0.51% | -36.4% |
| Q4 2019 | $7,237,000 | +40.8% | 94,219 | +30.0% | 0.80% | +29.4% |
| Q3 2019 | $5,141,000 | +13.3% | 72,486 | +12.2% | 0.62% | +15.0% |
| Q2 2019 | $4,536,000 | +3.2% | 64,627 | -0.6% | 0.54% | +5.9% |
| Q1 2019 | $4,395,000 | +136.9% | 65,007 | +109.2% | 0.51% | +112.1% |
| Q4 2018 | $1,855,000 | -78.3% | 31,078 | -74.7% | 0.24% | -76.3% |
| Q3 2018 | $8,543,000 | +17.8% | 122,821 | +10.0% | 1.01% | +12.8% |
| Q2 2018 | $7,253,000 | +5.6% | 111,609 | +2.5% | 0.90% | +5.0% |
| Q1 2018 | $6,867,000 | +1.7% | 108,861 | +2.9% | 0.86% | +6.2% |
| Q4 2017 | $6,750,000 | +67.8% | 105,835 | +57.9% | 0.80% | +61.0% |
| Q3 2017 | $4,023,000 | +58.5% | 67,008 | +52.5% | 0.50% | +54.8% |
| Q2 2017 | $2,538,000 | -53.8% | 43,926 | -55.0% | 0.32% | -54.6% |
| Q1 2017 | $5,492,000 | +12.6% | 97,597 | +6.5% | 0.71% | -5.6% |
| Q4 2016 | $4,879,000 | +119.7% | 91,598 | +112.9% | 0.75% | +125.4% |
| Q3 2016 | $2,221,000 | -56.2% | 43,029 | -57.7% | 0.33% | -57.5% |
| Q2 2016 | $5,065,000 | +4.0% | 101,765 | +2.0% | 0.79% | +0.3% |
| Q1 2016 | $4,871,000 | – | 99,728 | – | 0.78% | – |
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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% |