SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,058,000 | -6.6% | 0 | -100.0% | 0.71% | +2.7% |
| Q4 2021 | $3,273,000 | +5.6% | 28,760 | – | 0.69% | -2.8% |
| Q2 2021 | $3,098,000 | +5.2% | 0 | – | 0.71% | -3.9% |
| Q1 2021 | $2,946,000 | +6.8% | 0 | -100.0% | 0.74% | -3.3% |
| Q4 2020 | $2,759,000 | +6.6% | 30,338 | -5.5% | 0.77% | -10.6% |
| Q3 2020 | $2,587,000 | +4.5% | 32,088 | -4.0% | 0.86% | -4.1% |
| Q2 2020 | $2,476,000 | +17.9% | 33,420 | -2.5% | 0.89% | -6.1% |
| Q1 2020 | $2,100,000 | -21.7% | 34,279 | -1.8% | 0.95% | -0.5% |
| Q4 2019 | $2,682,000 | +9.7% | 34,914 | +1.3% | 0.96% | -6.0% |
| Q3 2019 | $2,445,000 | +1.7% | 34,475 | -1.2% | 1.02% | +5.1% |
| Q2 2019 | $2,403,000 | -1.8% | 34,893 | -3.6% | 0.97% | -10.5% |
| Q1 2019 | $2,446,000 | +21.3% | 36,184 | +7.1% | 1.08% | +7.4% |
| Q4 2018 | $2,017,000 | -2.6% | 33,789 | +13.4% | 1.01% | +10.4% |
| Q3 2018 | $2,071,000 | -99.9% | 29,786 | +7.5% | 0.91% | +3.6% |
| Q2 2018 | $1,801,131,000 | +100018.5% | 27,713 | -2.8% | 0.88% | +2.7% |
| Q1 2018 | $1,799,000 | – | 28,521 | – | 0.86% | – |
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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% |