SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $319,000 | 0.0% | 3,070 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $319,000 | +8.1% | 3,070 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $295,000 | +10.1% | 3,070 | +4.1% | 0.01% | 0.0% |
| Q4 2020 | $268,000 | +12.6% | 2,949 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $238,000 | +9.2% | 2,949 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $218,000 | -48.3% | 2,937 | -51.6% | 0.01% | -53.8% |
| Q3 2018 | $422,000 | +7.1% | 6,067 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $394,000 | +2.9% | 6,067 | 0.0% | 0.01% | -13.3% |
| Q1 2018 | $383,000 | -1.0% | 6,067 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $387,000 | +6.3% | 6,067 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $364,000 | -22.6% | 6,067 | -25.5% | 0.01% | -22.2% |
| Q2 2017 | $470,000 | +2.6% | 8,139 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $458,000 | +1017.1% | 8,139 | +961.1% | 0.02% | +800.0% |
| Q4 2016 | $41,000 | +2.5% | 767 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $40,000 | +5.3% | 767 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +2.7% | 767 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $37,000 | 0.0% | 767 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $37,000 | – | 767 | – | 0.00% | – |
Download | ||||||
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% |