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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,459 | +5.3% | 53,840 | +1.7% | 1.82% | -0.6% |
| Q1 2024 | $3,285 | +7.1% | 52,937 | -2.6% | 1.84% | -1.6% |
| Q4 2023 | $3,067 | +11.7% | 54,373 | +0.2% | 1.86% | +3.4% |
| Q3 2023 | $2,746 | +0.8% | 54,261 | +4.4% | 1.80% | +7.6% |
| Q2 2023 | $2,723 | +16.6% | 51,991 | +7.6% | 1.68% | +13.3% |
| Q1 2023 | $2,336 | -42.5% | 48,301 | -46.3% | 1.48% | +15.1% |
| Q4 2022 | $4,060 | -99.8% | 89,932 | +103.0% | 1.28% | -2.5% |
| Q3 2022 | $1,876,000 | -0.5% | 44,306 | +4.9% | 1.32% | +6.7% |
| Q2 2022 | $1,886,000 | -21.4% | 42,231 | -5.2% | 1.24% | -10.1% |
| Q1 2022 | $2,398,000 | -3.2% | 44,531 | +104.7% | 1.37% | +3.0% |
| Q4 2021 | $2,476,000 | +27.4% | 21,753 | +16.4% | 1.33% | +16.2% |
| Q3 2021 | $1,944,000 | -0.5% | 18,685 | -0.5% | 1.15% | +1.7% |
| Q2 2021 | $1,953,000 | +12.9% | 18,785 | +4.2% | 1.13% | +8.0% |
| Q1 2021 | $1,730,000 | +14.4% | 18,020 | +8.4% | 1.04% | +8.0% |
| Q4 2020 | $1,512,000 | +12.1% | 16,630 | -0.6% | 0.97% | +4.8% |
| Q3 2020 | $1,349,000 | +8.8% | 16,730 | 0.0% | 0.92% | +3.2% |
| Q2 2020 | $1,240,000 | +39.2% | 16,730 | +15.0% | 0.90% | +21.6% |
| Q1 2020 | $891,000 | -18.7% | 14,545 | +1.9% | 0.74% | +5.4% |
| Q4 2019 | $1,096,000 | +5.4% | 14,270 | -2.7% | 0.70% | +3.4% |
| Q3 2019 | $1,040,000 | +5.5% | 14,665 | +4.4% | 0.68% | +5.3% |
| Q2 2019 | $986,000 | +10.2% | 14,045 | +6.0% | 0.64% | +4.6% |
| Q1 2019 | $895,000 | +15.6% | 13,245 | +2.1% | 0.61% | +4.3% |
| Q4 2018 | $774,000 | -99.9% | 12,970 | +4.1% | 0.59% | -0.8% |
| Q3 2018 | $866,718,000 | +120110.5% | 12,460 | +12.3% | 0.59% | +14.5% |
| Q2 2018 | $721,000 | +24.1% | 11,100 | +20.4% | 0.52% | +20.7% |
| Q1 2018 | $581,000 | +12.6% | 9,220 | +13.9% | 0.43% | +18.2% |
| Q4 2017 | $516,000 | +40.2% | 8,095 | +31.7% | 0.36% | +21.8% |
| Q3 2017 | $368,000 | +9.9% | 6,145 | +6.0% | 0.30% | +5.7% |
| Q2 2017 | $335,000 | +15.5% | 5,795 | +12.6% | 0.28% | +14.6% |
| Q1 2017 | $290,000 | +5.8% | 5,145 | 0.0% | 0.25% | -4.3% |
| Q4 2016 | $274,000 | – | 5,145 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,629,945 | $209,702,000 | 48.21% |
| EVERMAY WEALTH MANAGEMENT LLC | 974,772 | $56,313,000 | 24.97% |
| HBK Sorce Advisory LLC | 2,548,594 | $147,232,000 | 23.61% |
| Northwest Quadrant Wealth Management, LLC | 384,458 | $22,702,000 | 19.43% |
| AJ WEALTH STRATEGIES, LLC | 842,922 | $48,696,000 | 18.47% |
| ACCESS FINANCIAL SERVICES, INC. | 378,261 | $21,852,000 | 17.91% |
| AT Bancorp | 2,418,656 | $139,726,000 | 16.40% |
| Courage Miller Partners, LLC | 377,199 | $21,791,000 | 14.35% |
| MONEYWISE, INC. | 290,554 | $16,785,000 | 14.30% |
| Apriem Advisors | 930,904 | $53,778,000 | 14.25% |