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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $906 | -99.9% | 17,300 | -18.8% | 0.00% | 0.0% |
| Q3 2022 | $902,000 | -53.9% | 21,300 | +23.8% | 0.00% | -50.0% |
| Q4 2021 | $1,958,000 | -23.2% | 17,200 | -29.8% | 0.00% | -33.3% |
| Q3 2021 | $2,549,000 | +87.2% | 24,500 | +87.0% | 0.00% | +50.0% |
| Q2 2021 | $1,362,000 | +52.2% | 13,100 | +18.0% | 0.00% | +100.0% |
| Q3 2020 | $895,000 | -47.5% | 11,100 | -51.7% | 0.00% | 0.0% |
| Q2 2020 | $1,704,000 | +101.7% | 23,000 | +66.7% | 0.00% | 0.0% |
| Q1 2020 | $845,000 | +26.5% | 13,800 | +58.6% | 0.00% | 0.0% |
| Q4 2019 | $668,000 | +123.4% | 8,700 | +89.1% | 0.00% | – |
| Q2 2018 | $299,000 | – | 4,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |