SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 488 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $755,992 | -2.6% | 11,766 | -5.9% | 0.21% | -12.5% |
| Q1 2024 | $775,900 | +10.5% | 12,502 | +0.4% | 0.24% | +2.1% |
| Q4 2023 | $701,970 | +16.6% | 12,446 | +4.6% | 0.24% | +8.3% |
| Q3 2023 | $602,090 | -7.9% | 11,899 | -4.6% | 0.22% | -3.6% |
| Q2 2023 | $653,520 | +8.5% | 12,479 | +0.2% | 0.22% | 0.0% |
| Q1 2023 | $602,424 | +7.3% | 12,454 | +0.2% | 0.22% | -4.3% |
| Q4 2022 | $561,183 | +6.9% | 12,429 | +0.2% | 0.24% | -4.9% |
| Q3 2022 | $525,000 | -4.9% | 12,400 | +0.2% | 0.25% | -5.4% |
| Q2 2022 | $552,000 | +152.1% | 12,372 | +292.3% | 0.26% | +59.1% |
| Q3 2018 | $219,000 | +19.7% | 3,154 | +11.9% | 0.16% | +0.6% |
| Q2 2018 | $183,000 | +161.4% | 2,818 | +155.9% | 0.16% | +158.7% |
| Q4 2017 | $70,000 | – | 1,101 | – | 0.06% | – |
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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% |