SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,104,508 | +3.9% | 94,708 | 0.0% | 0.09% | +3.3% |
| Q1 2024 | $5,877,578 | +15.6% | 94,708 | +5.5% | 0.09% | +8.4% |
| Q4 2023 | $5,082,510 | +9.2% | 89,797 | -2.4% | 0.08% | -1.2% |
| Q3 2023 | $4,655,908 | -3.1% | 92,014 | +0.3% | 0.08% | +1.2% |
| Q2 2023 | $4,802,538 | +14.5% | 91,704 | +5.7% | 0.08% | +2.5% |
| Q1 2023 | $4,195,953 | +4.1% | 86,747 | -2.8% | 0.08% | 0.0% |
| Q4 2022 | $4,029,502 | +8.9% | 89,247 | +2.1% | 0.08% | +1.2% |
| Q3 2022 | $3,700,670 | -6.4% | 87,383 | -1.3% | 0.08% | 0.0% |
| Q2 2022 | $3,953,125 | -27.8% | 88,516 | -13.0% | 0.08% | -16.7% |
| Q1 2022 | $5,478,699 | +9.6% | 101,740 | +131.7% | 0.10% | +12.9% |
| Q4 2021 | $4,999,073 | +7.9% | 43,913 | -1.4% | 0.08% | -3.4% |
| Q3 2021 | $4,631,624 | -0.8% | 44,522 | -0.9% | 0.09% | -1.1% |
| Q2 2021 | $4,669,917 | +3.0% | 44,916 | -4.9% | 0.09% | -2.2% |
| Q1 2021 | $4,534,152 | -4.3% | 47,216 | -9.4% | 0.09% | -9.9% |
| Q4 2020 | $4,738,313 | +11.4% | 52,098 | -1.3% | 0.10% | +1.0% |
| Q3 2020 | $4,254,684 | +10.6% | 52,768 | +1.6% | 0.10% | 0.0% |
| Q2 2020 | $3,847,124 | +20.9% | 51,918 | -0.1% | 0.10% | +3.1% |
| Q1 2020 | $3,181,693 | -23.5% | 51,946 | -4.1% | 0.10% | -4.0% |
| Q4 2019 | $4,158,955 | +6.8% | 54,146 | -1.4% | 0.10% | -1.0% |
| Q3 2019 | $3,895,617 | -11.0% | 54,922 | -11.5% | 0.10% | -37.4% |
| Q2 2019 | $4,376,285 | +10.2% | 62,071 | +5.7% | 0.16% | +7.2% |
| Q1 2019 | $3,969,451 | +13.3% | 58,711 | +0.2% | 0.15% | +2.0% |
| Q4 2018 | $3,503,813 | -13.6% | 58,606 | +0.6% | 0.15% | -2.0% |
| Q3 2018 | $4,053,678 | +9.6% | 58,276 | +2.4% | 0.15% | +1.3% |
| Q2 2018 | $3,697,346 | +3.3% | 56,891 | +0.3% | 0.15% | +1.4% |
| Q1 2018 | $3,577,646 | – | 56,716 | – | 0.15% | – |
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% |