SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 701 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $15,846 | +8.6% | 255,338 | -1.3% | 5.08% | -5.4% |
| Q4 2023 | $14,590 | +8.2% | 258,690 | -2.9% | 5.37% | -4.3% |
| Q3 2023 | $13,485 | -7.9% | 266,509 | -11.9% | 5.61% | -15.1% |
| Q1 2023 | $14,635 | +26.1% | 302,561 | +17.7% | 6.61% | +36.0% |
| Q4 2022 | $11,610 | -99.9% | 257,152 | +1.2% | 4.86% | -4.0% |
| Q3 2022 | $10,761,000 | -4.4% | 254,087 | +0.8% | 5.06% | +1.2% |
| Q2 2022 | $11,262,000 | -18.8% | 252,178 | -2.0% | 5.00% | -12.9% |
| Q1 2022 | $13,863,000 | -15.6% | 257,439 | +78.4% | 5.74% | -2.6% |
| Q4 2021 | $16,421,000 | +21.2% | 144,271 | +10.8% | 5.89% | +2.5% |
| Q3 2021 | $13,548,000 | +0.8% | 130,233 | +0.8% | 5.75% | -19.5% |
| Q2 2021 | $13,434,000 | +8.5% | 129,214 | +0.3% | 7.14% | +21.6% |
| Q1 2021 | $12,377,000 | +4.7% | 128,887 | -0.8% | 5.87% | -4.3% |
| Q4 2020 | $11,821,000 | +17.0% | 129,968 | +3.7% | 6.14% | +7.5% |
| Q3 2020 | $10,107,000 | +5.6% | 125,345 | -3.0% | 5.71% | -0.4% |
| Q2 2020 | $9,573,000 | +29.0% | 129,195 | +6.6% | 5.73% | +10.3% |
| Q1 2020 | $7,423,000 | +7.5% | 121,196 | +34.8% | 5.20% | +13.0% |
| Q4 2019 | $6,905,000 | – | 89,892 | – | 4.60% | – |
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% |