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 | $44,741 | +3.5% | 696 | 0.0% | 0.01% | -8.3% |
| Q1 2024 | $43,216 | +10.0% | 696 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $39,275 | +11.5% | 696 | 0.0% | 0.01% | +9.1% |
| Q3 2023 | $35,236 | -3.4% | 696 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $36,469 | +8.3% | 696 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $33,683 | +7.1% | 696 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $31,441 | +8.4% | 696 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -6.5% | 696 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -16.2% | 696 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $37,000 | -28.8% | 696 | +53.3% | 0.01% | -29.4% |
| Q4 2021 | $52,000 | +8.3% | 454 | -2.4% | 0.02% | 0.0% |
| Q3 2021 | $48,000 | -86.6% | 465 | -86.5% | 0.02% | -87.2% |
| Q2 2021 | $359,000 | -19.9% | 3,449 | -26.1% | 0.13% | -18.4% |
| Q1 2021 | $448,000 | +1.8% | 4,665 | -3.6% | 0.16% | -5.8% |
| Q4 2020 | $440,000 | +12.5% | 4,838 | -0.3% | 0.17% | -0.6% |
| Q3 2020 | $391,000 | +1.8% | 4,851 | -6.6% | 0.17% | -1.1% |
| Q2 2020 | $384,000 | -4.0% | 5,195 | -20.6% | 0.18% | -16.6% |
| Q1 2020 | $400,000 | -46.9% | 6,542 | -33.3% | 0.21% | -44.5% |
| Q4 2019 | $753,000 | +8.7% | 9,804 | +0.3% | 0.38% | +16.9% |
| Q3 2019 | $693,000 | -2.9% | 9,777 | -3.9% | 0.32% | -0.3% |
| Q2 2019 | $714,000 | -49.3% | 10,179 | -8.5% | 0.33% | +8.7% |
| Q1 2019 | $1,408,000 | +127.8% | 11,126 | +7.5% | 0.30% | +5.3% |
| Q4 2018 | $618,000 | -19.7% | 10,352 | -6.5% | 0.28% | -9.5% |
| Q3 2018 | $770,000 | +15.4% | 11,077 | +7.9% | 0.32% | +12.1% |
| Q2 2018 | $667,000 | -6.6% | 10,269 | -9.3% | 0.28% | -4.7% |
| Q1 2018 | $714,000 | -3.1% | 11,323 | -2.0% | 0.30% | -1.0% |
| Q4 2017 | $737,000 | +238.1% | 11,557 | +217.9% | 0.30% | +150.4% |
| Q3 2017 | $218,000 | – | 3,635 | – | 0.12% | – |
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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% |