SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $201,000 | -61.9% | 2,831 | -62.3% | 0.00% | -66.7% |
| Q2 2019 | $527,000 | +2.5% | 7,502 | -1.4% | 0.01% | 0.0% |
| Q1 2019 | $514,000 | +13.2% | 7,608 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $454,000 | -37.6% | 7,608 | -27.2% | 0.01% | -25.0% |
| Q3 2018 | $727,000 | -9.0% | 10,446 | -15.1% | 0.01% | -14.3% |
| Q2 2018 | $799,000 | +1.8% | 12,302 | -1.1% | 0.01% | 0.0% |
| Q1 2018 | $785,000 | +22.8% | 12,438 | +24.2% | 0.01% | +27.3% |
| Q4 2017 | $639,000 | +6.3% | 10,017 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $601,000 | +3.8% | 10,017 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $579,000 | +1.2% | 10,017 | -1.4% | 0.01% | 0.0% |
| Q1 2017 | $572,000 | +10.0% | 10,164 | +4.2% | 0.01% | +10.0% |
| Q4 2016 | $520,000 | -11.4% | 9,757 | -14.2% | 0.01% | -16.7% |
| Q3 2016 | $587,000 | -16.6% | 11,375 | -19.6% | 0.01% | -20.0% |
| Q2 2016 | $704,000 | +240.1% | 14,145 | +234.2% | 0.02% | +275.0% |
| Q1 2016 | $207,000 | -26.6% | 4,233 | -27.2% | 0.00% | -33.3% |
| Q4 2015 | $282,000 | – | 5,814 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |