SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,546,000 | -75.7% | 39,997 | -77.1% | 0.26% | -55.9% |
| Q3 2017 | $10,485,000 | +11.2% | 174,629 | +7.0% | 0.60% | +2.7% |
| Q2 2017 | $9,427,000 | -17.6% | 163,186 | -19.7% | 0.58% | -25.9% |
| Q1 2017 | $11,434,000 | +9.7% | 203,315 | +3.9% | 0.79% | +0.9% |
| Q4 2016 | $10,427,000 | +11.6% | 195,770 | +8.1% | 0.78% | +9.1% |
| Q3 2016 | $9,344,000 | +17.3% | 181,033 | +13.2% | 0.72% | +10.0% |
| Q2 2016 | $7,966,000 | +13.1% | 159,946 | +10.9% | 0.65% | -2.0% |
| Q1 2016 | $7,045,000 | +32.3% | 144,183 | +31.8% | 0.66% | -1.0% |
| Q4 2015 | $5,325,000 | +1924.7% | 109,422 | +1801.0% | 0.67% | +2133.3% |
| Q3 2015 | $263,000 | – | 5,756 | – | 0.03% | – |
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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% |