SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $16,566,000 | -17.5% | 277,476 | -3.9% | 9.65% | +0.4% |
| Q3 2018 | $20,081,000 | +3.5% | 288,691 | -3.3% | 9.61% | -3.8% |
| Q2 2018 | $19,404,000 | +2.0% | 298,554 | -1.0% | 9.99% | -0.5% |
| Q1 2018 | $19,029,000 | -1.8% | 301,657 | -0.7% | 10.04% | +5.4% |
| Q4 2017 | $19,374,000 | +3.6% | 303,764 | -2.5% | 9.52% | +0.3% |
| Q3 2017 | $18,706,000 | +1.5% | 311,560 | -2.3% | 9.49% | -0.2% |
| Q2 2017 | $18,431,000 | +3.9% | 319,036 | +1.2% | 9.50% | -0.4% |
| Q1 2017 | $17,738,000 | +10.7% | 315,232 | +4.8% | 9.54% | +3.7% |
| Q4 2016 | $16,020,000 | +7.4% | 300,790 | +4.1% | 9.20% | +2.5% |
| Q3 2016 | $14,921,000 | +3.8% | 289,058 | +0.1% | 8.98% | +1.5% |
| Q2 2016 | $14,369,000 | +5.4% | 288,696 | +3.4% | 8.84% | +1.6% |
| Q1 2016 | $13,639,000 | +8.8% | 279,256 | +8.2% | 8.70% | +15.3% |
| Q4 2015 | $12,536,000 | +8.9% | 258,112 | +2.6% | 7.55% | +5.8% |
| Q3 2015 | $11,516,000 | -0.3% | 251,668 | +7.4% | 7.13% | +2.8% |
| Q2 2015 | $11,551,000 | +9.6% | 234,243 | +10.2% | 6.94% | +7.6% |
| Q1 2015 | $10,542,000 | +128.7% | 212,658 | +126.3% | 6.45% | +66.9% |
| Q4 2014 | $4,609,000 | +263.8% | 93,963 | +248.5% | 3.87% | +176.7% |
| Q3 2014 | $1,267,000 | +303.5% | 26,961 | +302.3% | 1.40% | +315.8% |
| Q2 2014 | $314,000 | – | 6,702 | – | 0.34% | – |
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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% |