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 2019 | $6,977,000 | -0.4% | 90,832 | -8.0% | 0.80% | -10.4% |
| Q3 2019 | $7,004,000 | +2.7% | 98,748 | +1.6% | 0.90% | -0.7% |
| Q2 2019 | $6,823,000 | +9.3% | 97,202 | +5.2% | 0.90% | +4.4% |
| Q1 2019 | $6,245,000 | +13.0% | 92,373 | -0.2% | 0.86% | -0.1% |
| Q4 2018 | $5,526,000 | -20.4% | 92,565 | -7.2% | 0.86% | -16.4% |
| Q3 2018 | $6,941,000 | +7.8% | 99,790 | +0.7% | 1.03% | +4.1% |
| Q2 2018 | $6,439,000 | -4.5% | 99,078 | -6.3% | 0.99% | -6.8% |
| Q4 2017 | $6,742,000 | -0.6% | 105,713 | -6.4% | 1.07% | -4.8% |
| Q3 2017 | $6,784,000 | +7.6% | 112,992 | +3.6% | 1.12% | +1.6% |
| Q2 2017 | $6,302,000 | +12.2% | 109,096 | +9.3% | 1.10% | +7.9% |
| Q1 2017 | $5,615,000 | +28.7% | 99,795 | +21.8% | 1.02% | +22.0% |
| Q4 2016 | $4,362,000 | +160.0% | 81,905 | +151.9% | 0.84% | +151.4% |
| Q3 2016 | $1,678,000 | – | 32,515 | – | 0.33% | – |
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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% |