SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 869 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $307,000 | +6.2% | 3,192 | +0.5% | 0.06% | -1.6% |
| Q4 2020 | $289,000 | +13.3% | 3,176 | +0.4% | 0.06% | -6.2% |
| Q3 2020 | $255,000 | -49.3% | 3,163 | -60.4% | 0.06% | -73.1% |
| Q1 2018 | $503,000 | -29.1% | 7,981 | -28.2% | 0.24% | -36.3% |
| Q4 2017 | $709,000 | +6.5% | 11,122 | +0.2% | 0.38% | -14.2% |
| Q3 2017 | $666,000 | +4.9% | 11,098 | +1.0% | 0.44% | +2.1% |
| Q2 2017 | $635,000 | +6.2% | 10,989 | +3.4% | 0.43% | +6.9% |
| Q1 2017 | $598,000 | +6.2% | 10,624 | +0.6% | 0.41% | +28.1% |
| Q4 2016 | $563,000 | +3.3% | 10,562 | +0.1% | 0.32% | -5.9% |
| Q3 2016 | $545,000 | – | 10,551 | – | 0.34% | – |
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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% |