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% | – |
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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% |