SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $518,000 | -49.4% | 6,427 | -53.5% | 0.18% | -52.9% |
| Q2 2020 | $1,024,000 | -36.9% | 13,820 | -47.8% | 0.37% | -50.3% |
| Q1 2020 | $1,622,000 | -35.9% | 26,477 | -19.6% | 0.75% | -25.3% |
| Q4 2019 | $2,529,000 | +11.6% | 32,927 | +3.1% | 1.01% | -6.1% |
| Q3 2019 | $2,266,000 | +12.2% | 31,951 | +11.1% | 1.07% | +14.9% |
| Q2 2019 | $2,019,000 | +21.0% | 28,765 | +16.5% | 0.93% | +20.5% |
| Q1 2019 | $1,669,000 | +27.7% | 24,691 | +12.8% | 0.78% | +20.3% |
| Q4 2018 | $1,307,000 | +5.0% | 21,893 | +22.3% | 0.64% | -1.7% |
| Q3 2018 | $1,245,000 | +28.4% | 17,899 | +19.9% | 0.66% | +32.1% |
| Q2 2018 | $970,000 | +75.1% | 14,929 | +70.1% | 0.50% | +68.7% |
| Q1 2018 | $554,000 | -1.1% | 8,776 | 0.0% | 0.29% | +5.4% |
| Q4 2017 | $560,000 | -10.1% | 8,776 | -15.5% | 0.28% | -13.9% |
| Q3 2017 | $623,000 | +18.4% | 10,382 | +14.0% | 0.32% | +21.3% |
| Q2 2017 | $526,000 | – | 9,111 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |