SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $91,000 | -16.5% | 2,031 | +0.2% | 0.05% | -7.1% |
Q1 2022 | $109,000 | -18.7% | 2,026 | +72.4% | 0.06% | -28.2% |
Q4 2021 | $134,000 | -84.5% | 1,175 | -85.9% | 0.08% | -80.3% |
Q3 2021 | $866,000 | -1.3% | 8,326 | -1.3% | 0.40% | +3.4% |
Q2 2021 | $877,000 | +8.3% | 8,433 | +0.0% | 0.38% | +10.4% |
Q1 2021 | $810,000 | +12.0% | 8,431 | +6.0% | 0.35% | +2.7% |
Q4 2020 | $723,000 | +18.1% | 7,952 | +4.8% | 0.34% | -5.8% |
Q3 2020 | $612,000 | +9.9% | 7,589 | +1.0% | 0.36% | +2.0% |
Q2 2020 | $557,000 | +18.8% | 7,513 | -1.9% | 0.35% | +3.5% |
Q1 2020 | $469,000 | -17.7% | 7,661 | +3.2% | 0.34% | +24.5% |
Q4 2019 | $570,000 | +12.2% | 7,421 | +3.7% | 0.27% | -3.2% |
Q3 2019 | $508,000 | +0.8% | 7,157 | -0.3% | 0.28% | -4.1% |
Q2 2019 | $504,000 | +6.3% | 7,180 | +2.5% | 0.29% | +1.0% |
Q1 2019 | $474,000 | +18.8% | 7,005 | +4.8% | 0.29% | +0.3% |
Q4 2018 | $399,000 | +11.1% | 6,684 | +29.5% | 0.29% | +23.4% |
Q3 2018 | $359,000 | +56.1% | 5,163 | +46.0% | 0.24% | +37.4% |
Q2 2018 | $230,000 | +3.1% | 3,536 | 0.0% | 0.17% | +0.6% |
Q1 2018 | $223,000 | +1.8% | 3,536 | +2.8% | 0.17% | +5.6% |
Q4 2017 | $219,000 | – | 3,440 | – | 0.16% | – |
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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% |