SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $532,464 | +112.2% | 8,681 | +95.1% | 0.04% | +115.0% |
| Q4 2023 | $250,966 | -25.1% | 4,450 | -28.4% | 0.02% | -23.1% |
| Q1 2022 | $335,000 | -27.3% | 6,219 | +53.6% | 0.03% | -27.8% |
| Q4 2021 | $461,000 | +13.8% | 4,049 | +4.0% | 0.04% | -2.7% |
| Q3 2021 | $405,000 | +4.1% | 3,893 | +4.0% | 0.04% | +2.8% |
| Q2 2021 | $389,000 | +27.5% | 3,743 | +18.0% | 0.04% | +20.0% |
| Q1 2021 | $305,000 | -25.1% | 3,173 | -29.0% | 0.03% | -34.8% |
| Q4 2020 | $407,000 | +20.1% | 4,471 | -2.2% | 0.05% | -2.1% |
| Q2 2020 | $339,000 | -23.6% | 4,572 | -20.9% | 0.05% | -39.0% |
| Q4 2019 | $444,000 | -7.5% | 5,778 | -14.6% | 0.08% | -14.4% |
| Q3 2019 | $480,000 | +112.4% | 6,769 | +88.9% | 0.09% | +57.9% |
| Q1 2018 | $226,000 | 0.0% | 3,583 | +1.0% | 0.06% | 0.0% |
| Q4 2017 | $226,000 | +6.1% | 3,548 | +0.1% | 0.06% | +3.6% |
| Q3 2017 | $213,000 | -41.5% | 3,544 | -45.2% | 0.06% | -50.5% |
| Q1 2017 | $364,000 | -54.5% | 6,468 | -57.0% | 0.11% | -58.1% |
| Q4 2016 | $800,000 | – | 15,029 | – | 0.26% | – |
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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% |