SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $37,364 | +8.5% | 713 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $34,427 | +43.4% | 712 | +25.6% | 0.01% | +14.3% |
| Q4 2022 | $24,002 | +0.0% | 567 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 566 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -19.4% | 567 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 566 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | +77.8% | 283 | +65.5% | 0.01% | +75.0% |
| Q3 2021 | $18,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -25.0% | 171 | -43.0% | 0.00% | -42.9% |
| Q3 2020 | $24,000 | -11.1% | 300 | -14.8% | 0.01% | -12.5% |
| Q4 2019 | $27,000 | -69.7% | 352 | -71.9% | 0.01% | -73.3% |
| Q3 2019 | $89,000 | +1.1% | 1,252 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $88,000 | – | 1,252 | – | 0.03% | – |
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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% |