SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 488 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,739,482,000 | -2.5% | 165,508 | -3.5% | 0.01% | -11.1% |
| Q2 2019 | $12,044,042,000 | -28.1% | 171,592 | -30.7% | 0.01% | -25.0% |
| Q1 2019 | $16,750,716,000 | -0.9% | 247,755 | -12.5% | 0.01% | -20.0% |
| Q4 2018 | $16,906,742,000 | -17.1% | 283,195 | -3.4% | 0.02% | 0.0% |
| Q3 2018 | $20,402,435,000 | +5.5% | 293,307 | -1.4% | 0.02% | 0.0% |
| Q2 2018 | $19,339,399,000 | +1.7% | 297,575 | -1.3% | 0.02% | 0.0% |
| Q1 2018 | $19,024,423,000 | -3.9% | 301,592 | -2.9% | 0.02% | -11.8% |
| Q4 2017 | $19,800,884,000 | +4.6% | 310,456 | -1.6% | 0.02% | 0.0% |
| Q3 2017 | $18,936,616,000 | +1.0% | 315,400 | -2.8% | 0.02% | -5.6% |
| Q2 2017 | $18,749,947,000 | -23.6% | 324,562 | -25.6% | 0.02% | -28.0% |
| Q1 2017 | $24,553,133,000 | +62956651.3% | 436,345 | +58865.5% | 0.02% | – |
| Q4 2016 | $39,000 | – | 740 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |