SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 613 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $189,000 | +16.0% | 2,692 | +11.8% | 0.32% | +66.1% |
| Q1 2019 | $163,000 | -44.7% | 2,407 | -51.2% | 0.19% | +45.5% |
| Q4 2018 | $295,000 | -23.4% | 4,935 | -10.8% | 0.13% | -48.6% |
| Q3 2018 | $385,000 | +19.9% | 5,533 | +12.1% | 0.26% | +58.6% |
| Q2 2018 | $321,000 | -43.2% | 4,935 | -44.9% | 0.16% | -46.9% |
| Q1 2018 | $565,000 | +348.4% | 8,962 | +353.8% | 0.30% | +276.5% |
| Q4 2017 | $126,000 | +6.8% | 1,975 | +0.5% | 0.08% | +6.6% |
| Q3 2017 | $118,000 | +1.7% | 1,965 | -1.8% | 0.08% | -2.6% |
| Q2 2017 | $116,000 | -17.1% | 2,000 | -19.5% | 0.08% | -25.0% |
| Q1 2017 | $140,000 | -6.7% | 2,484 | -11.6% | 0.10% | -38.5% |
| Q4 2016 | $150,000 | -14.3% | 2,811 | -17.2% | 0.17% | +8.3% |
| Q3 2016 | $175,000 | -24.2% | 3,394 | -26.8% | 0.16% | -26.4% |
| Q2 2016 | $231,000 | +4.1% | 4,635 | +1.8% | 0.21% | -5.8% |
| Q1 2016 | $222,000 | +33.7% | 4,555 | +35.2% | 0.22% | +43.3% |
| Q3 2015 | $166,000 | 0.0% | 3,370 | +0.0% | 0.16% | +15.4% |
| Q2 2015 | $166,000 | -0.6% | 3,369 | -0.1% | 0.14% | -32.0% |
| Q1 2015 | $167,000 | +3.7% | 3,373 | +2.5% | 0.20% | +36.1% |
| Q4 2014 | $161,000 | – | 3,292 | – | 0.15% | – |
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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% |