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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,656,000 | +33.7% | 22,345 | +10.5% | 0.78% | +37.8% |
| Q1 2020 | $1,239,000 | -35.0% | 20,225 | -18.5% | 0.56% | +6.6% |
| Q4 2019 | $1,906,000 | +42.2% | 24,814 | +31.4% | 0.53% | +112.9% |
| Q3 2019 | $1,340,000 | +5.4% | 18,887 | +4.3% | 0.25% | +9.7% |
| Q2 2019 | $1,271,000 | +16.6% | 18,103 | +12.3% | 0.23% | +19.6% |
| Q1 2019 | $1,090,000 | +29.3% | 16,119 | +14.2% | 0.19% | +9.9% |
| Q4 2018 | $843,000 | -39.4% | 14,114 | -29.4% | 0.17% | -43.0% |
| Q3 2018 | $1,391,000 | +0.7% | 19,999 | -5.9% | 0.30% | -3.5% |
| Q2 2018 | $1,382,000 | +61.4% | 21,259 | +43.4% | 0.31% | +117.4% |
| Q2 2017 | $856,000 | – | 14,824 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |