SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,939,000 | -1.8% | 56,622 | -8.3% | 1.04% | -7.0% |
| Q2 2018 | $4,012,000 | +90.1% | 61,726 | +84.5% | 1.12% | +87.9% |
| Q1 2018 | $2,110,000 | +3.2% | 33,454 | +4.3% | 0.60% | +4.0% |
| Q4 2017 | $2,045,000 | +6.8% | 32,067 | +0.6% | 0.57% | -2.2% |
| Q3 2017 | $1,914,000 | +228.3% | 31,878 | +215.9% | 0.58% | +216.2% |
| Q2 2017 | $583,000 | – | 10,090 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |