SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 613 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $45 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $75,000 | -5.1% | 1,776 | 0.0% | 0.00% | – |
| Q2 2022 | $79,000 | -17.7% | 1,776 | 0.0% | 0.00% | – |
| Q1 2022 | $96,000 | -5.0% | 1,776 | +100.0% | 0.00% | – |
| Q4 2021 | $101,000 | +9.8% | 888 | 0.0% | 0.00% | – |
| Q3 2021 | $92,000 | -8.9% | 888 | -8.8% | 0.00% | – |
| Q2 2021 | $101,000 | -71.9% | 974 | -83.4% | 0.00% | – |
| Q1 2020 | $359,000 | -22.3% | 5,868 | -10.0% | 0.00% | – |
| Q3 2019 | $462,000 | -22.4% | 6,522 | -23.1% | 0.00% | – |
| Q2 2019 | $595,000 | -24.4% | 8,483 | -35.7% | 0.00% | -100.0% |
| Q4 2018 | $787,000 | +1092.4% | 13,192 | +1157.6% | 0.00% | – |
| Q1 2018 | $66,000 | – | 1,049 | – | 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% |