SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 452 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,643 | +3.5% | 3,263 | 0.0% | 0.05% | 0.0% |
| Q1 2024 | $202,497 | -41.5% | 3,263 | -49.1% | 0.05% | -50.0% |
| Q1 2022 | $346,000 | -5.2% | 6,416 | +100.0% | 0.09% | -6.0% |
| Q4 2021 | $365,000 | +9.3% | 3,208 | +0.0% | 0.10% | 0.0% |
| Q3 2021 | $334,000 | -17.1% | 3,207 | -17.3% | 0.10% | -9.1% |
| Q2 2021 | $403,000 | -74.9% | 3,876 | -76.9% | 0.11% | -67.3% |
| Q1 2021 | $1,608,000 | -11.8% | 16,744 | -16.5% | 0.34% | -17.4% |
| Q4 2020 | $1,823,000 | +11.0% | 20,044 | -1.6% | 0.41% | -3.3% |
| Q3 2020 | $1,643,000 | -6.1% | 20,376 | -13.7% | 0.42% | +1.2% |
| Q2 2020 | $1,749,000 | -42.5% | 23,607 | -52.4% | 0.42% | -53.5% |
| Q1 2020 | $3,041,000 | -24.4% | 49,646 | -5.2% | 0.90% | -11.8% |
| Q4 2019 | $4,024,000 | -50.1% | 52,387 | -54.0% | 1.02% | -54.2% |
| Q3 2019 | $8,070,000 | +21.1% | 113,777 | +19.9% | 2.21% | +15.2% |
| Q2 2019 | $6,662,000 | +65.6% | 94,915 | +59.6% | 1.92% | +51.0% |
| Q1 2019 | $4,022,000 | +54.8% | 59,484 | +36.7% | 1.27% | +23.6% |
| Q4 2018 | $2,598,000 | +83.7% | 43,517 | +114.0% | 1.03% | +103.6% |
| Q3 2018 | $1,414,000 | +7.5% | 20,334 | +0.5% | 0.51% | +1.4% |
| Q2 2018 | $1,315,000 | +18.0% | 20,228 | +14.6% | 0.50% | +5.1% |
| Q1 2018 | $1,114,000 | +18.6% | 17,656 | +20.0% | 0.48% | +21.8% |
| Q4 2017 | $939,000 | – | 14,715 | – | 0.39% | – |
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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% |