SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 488 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,377,000 | +21.1% | 18,595 | +0.1% | 0.66% | +5.3% |
| Q1 2020 | $1,137,000 | -64.9% | 18,575 | -55.9% | 0.62% | +1.1% |
| Q4 2019 | $3,236,000 | +108.2% | 42,130 | +92.3% | 0.62% | -3.0% |
| Q3 2019 | $1,554,000 | +4.6% | 21,911 | +3.5% | 0.64% | -4.1% |
| Q2 2019 | $1,486,000 | +4.1% | 21,179 | +0.2% | 0.66% | +1.4% |
| Q1 2019 | $1,428,000 | -45.9% | 21,127 | -52.2% | 0.66% | -7.9% |
| Q4 2018 | $2,640,000 | +10.8% | 44,230 | +29.1% | 0.71% | +20.1% |
| Q3 2018 | $2,382,000 | -6.1% | 34,266 | -12.3% | 0.59% | -7.9% |
| Q2 2018 | $2,538,000 | +104.0% | 39,058 | +97.9% | 0.64% | -0.8% |
| Q1 2018 | $1,244,000 | +7.3% | 19,734 | +2.2% | 0.65% | -7.8% |
| Q3 2017 | $1,159,000 | +15.0% | 19,312 | +10.7% | 0.70% | +19.2% |
| Q2 2017 | $1,008,000 | -99.9% | 17,449 | -1.6% | 0.59% | +10.7% |
| Q1 2017 | $990,645,000 | +13.2% | 17,724 | +7.8% | 0.53% | +6.6% |
| Q4 2016 | $875,330,000 | -44.4% | 16,435 | -46.1% | 0.50% | +7.5% |
| Q3 2016 | $1,574,224,000 | +5.1% | 30,496 | +1.4% | 0.46% | -9.9% |
| Q2 2016 | $1,497,186,000 | +9.6% | 30,082 | +7.6% | 0.52% | +14.9% |
| Q1 2016 | $1,365,664,000 | +3.6% | 27,962 | +3.0% | 0.45% | -0.9% |
| Q4 2015 | $1,317,994,000 | +106.5% | 27,136 | +94.5% | 0.45% | -3.0% |
| Q3 2015 | $638,306,000 | -12.0% | 13,949 | -5.2% | 0.47% | -2.7% |
| Q2 2015 | $725,300,000 | -56.4% | 14,709 | -56.1% | 0.48% | -11.9% |
| Q1 2015 | $1,662,478,000 | – | 33,538 | – | 0.54% | – |
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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% |