SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 600 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,541 | -44.8% | 25 | -50.0% | 0.00% | -100.0% |
| Q4 2023 | $2,792 | +11.9% | 50 | +2.0% | 0.00% | 0.0% |
| Q3 2023 | $2,495 | -3.0% | 49 | -2.0% | 0.00% | 0.0% |
| Q2 2023 | $2,573 | +8.7% | 50 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $2,367 | +84.8% | 49 | +75.0% | 0.00% | – |
| Q4 2022 | $1,281 | +7.1% | 28 | 0.0% | 0.00% | – |
| Q3 2022 | $1,196 | -4.8% | 28 | 0.0% | 0.00% | – |
| Q2 2022 | $1,256 | -70.8% | 28 | -65.0% | 0.00% | -100.0% |
| Q1 2022 | $4,308 | +45.6% | 80 | +207.7% | 0.00% | 0.0% |
| Q4 2021 | $2,959 | +9.4% | 26 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,705 | +0.1% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,703 | +8.2% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,497 | +5.6% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,365 | +12.8% | 26 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,096 | +8.8% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,927 | +21.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,593 | -20.2% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,997 | +8.3% | 26 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,844 | +1.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,825 | +3.8% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,758 | +13.3% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,552 | -14.2% | 26 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,809 | +7.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,690 | +3.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,640 | -1.1% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,658 | – | 26 | – | 0.00% | – |
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% |