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 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% | – |
Download | ||||||
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% |