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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,594,000 | +21.7% | 53,151 | +7.5% | 0.34% | +9.7% |
| Q4 2018 | $2,953,000 | -11.5% | 49,464 | +3.2% | 0.31% | -0.3% |
| Q3 2018 | $3,335,000 | +20.3% | 47,943 | +12.4% | 0.31% | +14.8% |
| Q2 2018 | $2,773,000 | +13.7% | 42,668 | +10.4% | 0.27% | +10.7% |
| Q1 2018 | $2,438,000 | +19.5% | 38,644 | +20.8% | 0.24% | +17.9% |
| Q4 2017 | $2,041,000 | +14.0% | 31,999 | +7.3% | 0.21% | +9.5% |
| Q3 2017 | $1,790,000 | +19.1% | 29,814 | +14.6% | 0.19% | +14.5% |
| Q2 2017 | $1,503,000 | +2.7% | 26,023 | +0.0% | 0.16% | +0.6% |
| Q1 2017 | $1,464,000 | +26.5% | 26,016 | +19.7% | 0.16% | +18.8% |
| Q4 2016 | $1,157,000 | +23.2% | 21,727 | +19.4% | 0.14% | +19.0% |
| Q3 2016 | $939,000 | +14.0% | 18,195 | +9.9% | 0.12% | +9.4% |
| Q2 2016 | $824,000 | +28.5% | 16,557 | +26.1% | 0.11% | +23.3% |
| Q1 2016 | $641,000 | +9.4% | 13,128 | +8.8% | 0.09% | +6.2% |
| Q4 2015 | $586,000 | +9.9% | 12,066 | +3.5% | 0.08% | +2.5% |
| Q3 2015 | $533,000 | +0.6% | 11,657 | +8.4% | 0.08% | +8.2% |
| Q2 2015 | $530,000 | +18.8% | 10,752 | +19.5% | 0.07% | +19.7% |
| Q1 2015 | $446,000 | +1758.3% | 9,000 | +1736.7% | 0.06% | +1933.3% |
| Q4 2014 | $24,000 | +4.3% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $23,000 | 0.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $23,000 | – | 490 | – | 0.00% | – |
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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% |