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 ↓ |
|---|---|---|---|
| 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% |