SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 832 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $213,000 | -20.5% | 2,339 | -46.6% | 0.05% | -59.8% |
| Q1 2020 | $268,000 | -21.6% | 4,381 | -1.8% | 0.13% | -21.1% |
| Q4 2019 | $342,000 | +3.6% | 4,461 | -4.2% | 0.16% | -10.6% |
| Q3 2019 | $330,000 | -38.3% | 4,655 | -39.0% | 0.18% | -44.3% |
| Q2 2019 | $535,000 | +6.8% | 7,630 | +3.1% | 0.32% | -3.9% |
| Q1 2019 | $501,000 | – | 7,399 | – | 0.34% | – |
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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% |