SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $88,570,000 | +4.4% | 1,154,500 | -2.9% | 0.56% | -4.6% |
| Q3 2019 | $84,852,000 | +35.0% | 1,189,174 | +31.7% | 0.58% | +28.9% |
| Q2 2019 | $62,831,000 | +42.1% | 902,903 | +37.7% | 0.45% | +34.3% |
| Q1 2019 | $44,201,000 | +1.9% | 655,679 | -10.3% | 0.34% | -13.6% |
| Q4 2018 | $43,389,000 | +284.7% | 731,132 | +350.9% | 0.39% | +316.0% |
| Q3 2018 | $11,279,000 | +27.5% | 162,148 | +15.6% | 0.09% | +14.6% |
| Q2 2018 | $8,845,000 | 0.0% | 140,239 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $8,845,000 | -33.0% | 140,239 | -32.2% | 0.08% | -34.9% |
| Q4 2017 | $13,198,000 | +6.3% | 206,935 | +0.1% | 0.13% | -6.7% |
| Q3 2017 | $12,414,000 | +4.3% | 206,769 | +0.3% | 0.14% | -3.6% |
| Q2 2017 | $11,906,000 | +10.5% | 206,105 | +7.6% | 0.14% | +2.2% |
| Q1 2017 | $10,775,000 | -8.3% | 191,488 | -13.3% | 0.14% | -16.0% |
| Q4 2016 | $11,753,000 | +179.5% | 220,882 | +171.1% | 0.16% | +158.7% |
| Q3 2016 | $4,205,000 | +9.8% | 81,480 | +5.9% | 0.06% | +3.3% |
| Q2 2016 | $3,830,000 | +8.0% | 76,962 | +6.0% | 0.06% | -1.6% |
| Q1 2016 | $3,545,000 | +42.0% | 72,603 | +41.3% | 0.06% | +34.8% |
| Q4 2015 | $2,496,000 | +44.5% | 51,380 | +36.2% | 0.05% | +27.8% |
| Q3 2015 | $1,727,000 | +38.6% | 37,729 | +49.3% | 0.04% | +56.5% |
| Q2 2015 | $1,246,000 | +179.4% | 25,277 | +181.3% | 0.02% | +155.6% |
| Q1 2015 | $446,000 | +173.6% | 8,987 | +169.6% | 0.01% | +125.0% |
| Q4 2014 | $163,000 | +1381.8% | 3,334 | +1324.8% | 0.00% | – |
| Q3 2014 | $11,000 | 0.0% | 234 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | +10.0% | 234 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 234 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +11.1% | 234 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | – | 234 | – | 0.00% | – |
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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% |