SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $52,428 | +3.5% | 816 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $50,641 | +10.0% | 816 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $46,022 | +11.5% | 816 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $41,290 | -3.4% | 816 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $42,734 | +1.1% | 816 | -6.6% | 0.01% | -10.0% |
| Q1 2023 | $42,275 | +14.7% | 874 | +7.1% | 0.01% | +11.1% |
| Q4 2022 | $36,842 | +5.3% | 816 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $35,000 | -2.8% | 816 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $36,000 | +3500.0% | 816 | +6700.0% | 0.01% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -66.7% | 12 | -67.6% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | +50.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | – | 37 | +1133.3% | 0.00% | – |
| Q3 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |