SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 586 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,106,205 | +2.4% | 48,346 | -1.0% | 0.15% | -0.7% |
| Q1 2024 | $3,032,103 | +7.3% | 48,858 | -2.5% | 0.15% | -3.8% |
| Q4 2023 | $2,826,578 | +4.4% | 50,117 | -6.3% | 0.16% | -10.8% |
| Q3 2023 | $2,706,867 | -16.2% | 53,495 | -13.3% | 0.18% | -4.9% |
| Q2 2023 | $3,229,821 | +10.5% | 61,673 | +2.1% | 0.18% | +2.8% |
| Q1 2023 | $2,922,654 | +21.5% | 60,423 | +13.4% | 0.18% | +7.1% |
| Q4 2022 | $2,405,108 | +6.7% | 53,269 | +0.1% | 0.17% | -9.2% |
| Q3 2022 | $2,255,000 | +2616.9% | 53,239 | +3985.9% | 0.18% | +2542.9% |
| Q2 2022 | $83,000 | -97.2% | 1,303 | -97.7% | 0.01% | -96.6% |
| Q1 2022 | $3,006,000 | -3.2% | 55,815 | +104.5% | 0.21% | -6.4% |
| Q4 2021 | $3,106,000 | -0.8% | 27,287 | -9.3% | 0.22% | -11.6% |
| Q3 2021 | $3,130,000 | -12.6% | 30,090 | -12.7% | 0.25% | -12.9% |
| Q2 2021 | $3,583,000 | -6.9% | 34,457 | -14.0% | 0.29% | -11.2% |
| Q1 2021 | $3,847,000 | -4.0% | 40,060 | -9.0% | 0.32% | -4.5% |
| Q4 2020 | $4,006,000 | +12.0% | 44,042 | -0.7% | 0.34% | -5.6% |
| Q3 2020 | $3,577,000 | +1.0% | 44,368 | -7.2% | 0.36% | -3.8% |
| Q2 2020 | $3,543,000 | +17.9% | 47,818 | -2.6% | 0.37% | +3.3% |
| Q1 2020 | $3,006,000 | -27.6% | 49,084 | -9.2% | 0.36% | -11.1% |
| Q4 2019 | $4,150,000 | -2.7% | 54,031 | -10.1% | 0.40% | -6.3% |
| Q3 2019 | $4,264,000 | +1.4% | 60,115 | +0.3% | 0.43% | +6.7% |
| Q2 2019 | $4,207,000 | +3.8% | 59,940 | 0.0% | 0.40% | +1.3% |
| Q1 2019 | $4,053,000 | +13.7% | 59,940 | +0.4% | 0.40% | +3.1% |
| Q4 2018 | $3,565,000 | – | 59,715 | – | 0.39% | – |
Download | ||||||
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% |