SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 452 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,397 | +3.1% | 535,355 | -0.4% | 0.05% | -1.8% |
| Q1 2024 | $33,367 | +16.0% | 537,663 | +5.5% | 0.06% | +3.8% |
| Q4 2023 | $28,754 | +19.8% | 509,821 | +7.5% | 0.05% | +6.0% |
| Q3 2023 | $24,005 | +8.4% | 474,398 | +12.2% | 0.05% | +11.1% |
| Q2 2023 | $22,148 | +15.1% | 422,913 | +6.3% | 0.04% | +12.5% |
| Q1 2023 | $19,246 | +7.4% | 397,900 | +0.3% | 0.04% | -7.0% |
| Q4 2022 | $17,918 | -99.9% | 396,868 | +0.1% | 0.04% | 0.0% |
| Q3 2022 | $16,796,000 | +0.8% | 396,610 | +6.3% | 0.04% | 0.0% |
| Q2 2022 | $16,660,000 | -16.8% | 373,046 | +0.4% | 0.04% | -6.5% |
| Q1 2022 | $20,018,000 | -2.4% | 371,741 | +106.2% | 0.05% | 0.0% |
| Q4 2021 | $20,518,000 | +21.3% | 180,267 | +10.8% | 0.05% | +9.5% |
| Q3 2021 | $16,919,000 | +6.0% | 162,640 | +5.9% | 0.04% | +2.4% |
| Q2 2021 | $15,967,000 | +53.1% | 153,577 | +41.4% | 0.04% | +36.7% |
| Q1 2021 | $10,431,000 | +36.0% | 108,627 | +28.8% | 0.03% | +30.4% |
| Q4 2020 | $7,668,000 | +3.1% | 84,319 | -8.6% | 0.02% | -8.0% |
| Q3 2020 | $7,436,000 | -21.5% | 92,224 | -27.8% | 0.02% | -30.6% |
| Q2 2020 | $9,471,000 | +25.4% | 127,814 | +3.7% | 0.04% | +2.9% |
| Q1 2020 | $7,550,000 | -51.3% | 123,273 | -38.9% | 0.04% | -40.7% |
| Q4 2019 | $15,494,000 | +5.3% | 201,724 | -2.7% | 0.06% | -6.3% |
| Q3 2019 | $14,710,000 | +12.9% | 207,397 | +11.7% | 0.06% | +10.5% |
| Q2 2019 | $13,027,000 | -9.8% | 185,600 | -13.1% | 0.06% | -14.9% |
| Q1 2019 | $14,443,000 | +62.8% | 213,622 | +43.7% | 0.07% | +42.6% |
| Q4 2018 | $8,873,000 | -42.0% | 148,633 | -32.4% | 0.05% | -35.6% |
| Q3 2018 | $15,292,000 | +6.7% | 219,846 | -0.3% | 0.07% | -2.7% |
| Q2 2018 | $14,336,000 | +8.7% | 220,585 | +5.5% | 0.08% | +4.2% |
| Q1 2018 | $13,186,000 | +15.3% | 209,050 | +16.6% | 0.07% | +16.1% |
| Q4 2017 | $11,432,000 | – | 179,237 | – | 0.06% | – |
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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% |