SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $241,000 | +9.0% | 2,228 | -22.4% | 0.03% | -32.6% |
| Q4 2019 | $221,000 | +5.7% | 2,871 | -2.5% | 0.04% | -4.4% |
| Q3 2019 | $209,000 | -22.3% | 2,945 | -23.1% | 0.04% | -25.0% |
| Q2 2019 | $269,000 | +16.5% | 3,830 | +12.3% | 0.06% | +11.1% |
| Q1 2019 | $231,000 | +5.5% | 3,410 | +8.3% | 0.05% | +10.2% |
| Q3 2018 | $219,000 | 0.0% | 3,150 | -6.7% | 0.05% | -9.3% |
| Q2 2018 | $219,000 | – | 3,375 | – | 0.05% | – |
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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% |