SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 586 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,992,200 | +17.2% | 31,007 | +13.2% | 0.21% | +15.1% |
| Q1 2024 | $1,699,948 | +19.8% | 27,392 | +8.9% | 0.18% | +11.2% |
| Q4 2023 | $1,418,912 | +48.6% | 25,158 | +33.3% | 0.16% | +37.6% |
| Q3 2023 | $954,721 | +3.4% | 18,868 | +7.0% | 0.12% | +11.4% |
| Q2 2023 | $923,761 | +18.8% | 17,639 | +9.8% | 0.10% | +15.4% |
| Q1 2023 | $777,312 | +139.2% | 16,070 | +121.0% | 0.09% | -49.4% |
| Q2 2022 | $325,000 | -45.2% | 7,273 | +17.8% | 0.18% | +146.6% |
| Q1 2021 | $593,000 | +5.5% | 6,172 | -0.1% | 0.07% | -3.9% |
| Q4 2020 | $562,000 | -6.5% | 6,180 | -17.1% | 0.08% | -15.6% |
| Q3 2020 | $601,000 | +6.6% | 7,454 | -2.1% | 0.09% | 0.0% |
| Q2 2020 | $564,000 | +35.6% | 7,617 | +12.2% | 0.09% | +13.9% |
| Q1 2020 | $416,000 | -28.0% | 6,791 | -9.7% | 0.08% | -2.5% |
| Q4 2019 | $578,000 | -18.2% | 7,524 | -24.5% | 0.08% | -25.0% |
| Q3 2019 | $707,000 | +24.0% | 9,972 | +22.7% | 0.11% | +31.7% |
| Q2 2019 | $570,000 | -3.1% | 8,127 | -6.5% | 0.08% | -7.9% |
| Q1 2019 | $588,000 | -14.2% | 8,691 | -24.3% | 0.09% | -27.6% |
| Q4 2018 | $685,000 | -12.6% | 11,474 | -4.9% | 0.12% | -9.6% |
| Q2 2018 | $784,000 | +5.0% | 12,064 | +1.9% | 0.14% | +3.0% |
| Q1 2018 | $747,000 | +0.9% | 11,840 | +2.0% | 0.13% | +5.6% |
| Q4 2017 | $740,000 | +10.4% | 11,603 | +4.0% | 0.12% | +9.6% |
| Q3 2017 | $670,000 | +0.9% | 11,156 | -3.0% | 0.11% | -1.7% |
| Q2 2017 | $664,000 | +5.1% | 11,501 | +2.4% | 0.12% | +0.9% |
| Q1 2017 | $632,000 | +5.0% | 11,234 | -0.7% | 0.12% | +2.7% |
| Q4 2016 | $602,000 | +2.9% | 11,310 | -0.2% | 0.11% | +6.7% |
| Q3 2016 | $585,000 | +6.6% | 11,335 | +2.7% | 0.10% | +5.0% |
| Q2 2016 | $549,000 | +4.4% | 11,033 | +2.4% | 0.10% | -1.0% |
| Q1 2016 | $526,000 | -5.7% | 10,770 | -6.3% | 0.10% | -8.2% |
| Q4 2015 | $558,000 | +5.7% | 11,496 | -0.3% | 0.11% | +1.9% |
| Q3 2015 | $528,000 | -9.3% | 11,533 | -2.3% | 0.11% | +4.9% |
| Q2 2015 | $582,000 | -16.5% | 11,808 | -16.0% | 0.10% | -17.6% |
| Q1 2015 | $697,000 | -9.8% | 14,053 | -10.8% | 0.12% | -13.2% |
| Q4 2014 | $773,000 | -1.5% | 15,755 | -5.7% | 0.14% | -2.7% |
| Q3 2014 | $785,000 | -22.1% | 16,700 | -22.4% | 0.15% | -22.5% |
| Q2 2014 | $1,008,000 | -37.9% | 21,515 | -40.7% | 0.19% | -41.6% |
| Q1 2014 | $1,622,000 | -24.9% | 36,280 | -26.0% | 0.33% | -25.5% |
| Q4 2013 | $2,161,000 | +60.8% | 49,015 | +46.6% | 0.44% | +47.3% |
| Q3 2013 | $1,344,000 | – | 33,430 | – | 0.30% | – |
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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% |