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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,636,427 | +12.6% | 476,832 | +8.8% | 6.82% | +8.7% |
| Q1 2024 | $27,201,859 | +14.5% | 438,315 | +4.0% | 6.27% | +1.5% |
| Q4 2023 | $23,759,875 | +8.0% | 421,274 | -3.1% | 6.18% | +21.2% |
| Q3 2023 | $22,008,304 | -1.6% | 434,947 | +1.8% | 5.10% | -0.3% |
| Q2 2023 | $22,370,948 | +13.1% | 427,171 | +4.4% | 5.11% | +25.8% |
| Q1 2023 | $19,785,582 | +9.9% | 409,047 | +2.6% | 4.06% | +3.0% |
| Q4 2022 | $17,998,806 | +15.4% | 398,645 | +8.3% | 3.95% | -13.6% |
| Q3 2022 | $15,595,000 | -1.9% | 368,232 | +3.4% | 4.57% | +2.8% |
| Q2 2022 | $15,898,000 | -12.7% | 355,981 | +5.2% | 4.44% | -4.3% |
| Q1 2022 | $18,219,000 | +1.3% | 338,335 | +114.1% | 4.64% | +8.1% |
| Q4 2021 | $17,987,000 | +12.7% | 158,031 | +3.0% | 4.30% | +4.2% |
| Q3 2021 | $15,959,000 | +4.2% | 153,411 | +4.1% | 4.12% | +3.9% |
| Q2 2021 | $15,317,000 | +13.6% | 147,320 | +4.9% | 3.97% | +20.3% |
| Q1 2021 | $13,489,000 | +10.8% | 140,470 | +4.9% | 3.30% | -2.7% |
| Q4 2020 | $12,175,000 | +15.0% | 133,860 | +2.0% | 3.39% | -4.5% |
| Q3 2020 | $10,586,000 | +10.2% | 131,286 | +1.3% | 3.55% | +8.2% |
| Q2 2020 | $9,606,000 | +43.8% | 129,637 | +18.8% | 3.28% | +34.0% |
| Q1 2020 | $6,682,000 | +18.5% | 109,095 | +48.7% | 2.45% | +45.6% |
| Q4 2019 | $5,637,000 | +14.9% | 73,390 | +6.1% | 1.68% | +10.3% |
| Q3 2019 | $4,905,000 | +7.6% | 69,157 | +6.5% | 1.52% | -4.1% |
| Q2 2019 | $4,559,000 | +17.5% | 64,946 | +13.1% | 1.59% | +8.7% |
| Q1 2019 | $3,881,000 | +34.1% | 57,405 | +18.4% | 1.46% | +16.9% |
| Q4 2018 | $2,894,000 | +29.8% | 48,484 | +51.3% | 1.25% | -11.4% |
| Q3 2018 | $2,229,000 | +14.7% | 32,047 | +7.2% | 1.41% | +9.4% |
| Q2 2018 | $1,944,000 | -41.9% | 29,907 | -43.6% | 1.29% | +36.8% |
| Q1 2018 | $3,344,000 | +198.0% | 53,018 | +201.5% | 0.94% | +45.5% |
| Q4 2017 | $1,122,000 | +19.6% | 17,585 | +12.6% | 0.65% | +7.3% |
| Q3 2017 | $938,000 | +6.8% | 15,618 | +2.7% | 0.60% | +5.0% |
| Q2 2017 | $878,000 | +55.7% | 15,205 | +51.7% | 0.58% | +49.2% |
| Q1 2017 | $564,000 | +31.2% | 10,024 | +24.0% | 0.39% | +32.2% |
| Q4 2016 | $430,000 | +53.0% | 8,081 | +48.3% | 0.29% | +60.4% |
| Q3 2016 | $281,000 | +16.1% | 5,449 | +12.2% | 0.18% | +11.7% |
| Q2 2016 | $242,000 | – | 4,855 | – | 0.16% | – |
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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% |