SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 512 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,815,000 | +3.9% | 209,703 | +3.8% | 1.27% | +2.2% |
| Q2 2021 | $21,006,000 | +11.8% | 202,043 | +3.2% | 1.24% | +5.3% |
| Q1 2021 | $18,796,000 | +8.3% | 195,731 | +2.5% | 1.18% | +5.9% |
| Q4 2020 | $17,360,000 | +26.3% | 190,873 | +12.0% | 1.11% | +8.3% |
| Q3 2020 | $13,746,000 | +29.2% | 170,483 | +18.8% | 1.03% | +23.4% |
| Q2 2020 | $10,637,000 | +52.0% | 143,555 | +25.7% | 0.83% | +22.0% |
| Q1 2020 | $6,996,000 | -8.9% | 114,219 | +14.3% | 0.68% | +2.6% |
| Q4 2019 | $7,678,000 | +12.5% | 99,965 | +3.9% | 0.66% | +8.3% |
| Q3 2019 | $6,822,000 | +2.7% | 96,183 | +1.6% | 0.61% | -2.8% |
| Q2 2019 | $6,644,000 | +13.2% | 94,654 | +9.0% | 0.63% | +9.5% |
| Q1 2019 | $5,871,000 | +3.3% | 86,832 | -8.8% | 0.58% | -7.4% |
| Q4 2018 | $5,681,000 | +50.2% | 95,160 | +75.0% | 0.62% | +74.0% |
| Q3 2018 | $3,782,000 | +20.2% | 54,371 | +12.3% | 0.36% | +13.3% |
| Q2 2018 | $3,146,000 | +19.0% | 48,401 | +15.5% | 0.32% | +12.9% |
| Q1 2018 | $2,644,000 | -11.2% | 41,920 | -10.2% | 0.28% | -8.2% |
| Q4 2017 | $2,977,000 | +31.7% | 46,670 | +23.9% | 0.30% | +21.0% |
| Q3 2017 | $2,261,000 | +18741.7% | 37,655 | +18727.5% | 0.25% | +25100.0% |
| Q2 2017 | $12,000 | – | 200 | – | 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% |