SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 600 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $9,727,000 | +4.9% | 93,506 | +4.8% | 5.88% | +9.7% |
Q2 2021 | $9,277,000 | +10.3% | 89,231 | +1.9% | 5.36% | +2.7% |
Q1 2021 | $8,409,000 | +62.4% | 87,571 | +36.3% | 5.22% | +34.6% |
Q4 2020 | $5,179,000 | -0.8% | 64,230 | 0.0% | 3.88% | -0.2% |
Q3 2020 | $5,219,000 | +27.7% | 64,230 | +16.4% | 3.89% | +4.2% |
Q2 2020 | $4,088,000 | -41.1% | 55,175 | -46.4% | 3.73% | -42.9% |
Q1 2020 | $6,943,000 | -36.3% | 102,863 | -27.3% | 6.53% | -17.6% |
Q4 2019 | $10,899,000 | +35.7% | 141,400 | +24.9% | 7.92% | +8.3% |
Q3 2019 | $8,033,000 | +16.4% | 113,250 | +17.0% | 7.32% | +15.3% |
Q2 2019 | $6,903,000 | +21.9% | 96,820 | +17.2% | 6.35% | +11.4% |
Q1 2019 | $5,663,000 | +100.9% | 82,585 | +79.6% | 5.70% | +47.4% |
Q4 2018 | $2,819,000 | +348.2% | 45,980 | +372.6% | 3.87% | +382.2% |
Q3 2018 | $629,000 | -8.7% | 9,730 | -8.3% | 0.80% | +0.6% |
Q2 2018 | $689,000 | -43.5% | 10,608 | -45.1% | 0.80% | -16.5% |
Q1 2018 | $1,219,000 | -8.8% | 19,326 | -2.7% | 0.95% | -0.3% |
Q4 2017 | $1,337,000 | – | 19,864 | – | 0.96% | – |
Download |
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% |