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 | $127,805,000 | +4.7% | 1,890,333 | -7.5% | 15.54% | -3.9% |
| Q4 2018 | $122,067,000 | -31.4% | 2,044,675 | -20.0% | 16.16% | -15.7% |
| Q3 2018 | $177,837,000 | +6.8% | 2,556,595 | -0.3% | 19.18% | +4.3% |
| Q2 2018 | $166,573,000 | +6.3% | 2,563,051 | +3.2% | 18.38% | +9.8% |
| Q1 2018 | $156,730,000 | +1.4% | 2,484,590 | +2.5% | 16.74% | +0.9% |
| Q4 2017 | $154,529,000 | +4.9% | 2,422,836 | -1.2% | 16.58% | -1.2% |
| Q3 2017 | $147,305,000 | +5.4% | 2,453,455 | +1.4% | 16.78% | +2.3% |
| Q2 2017 | $139,726,000 | +79.7% | 2,418,656 | +75.1% | 16.40% | +64.6% |
| Q1 2017 | $77,735,000 | +6.8% | 1,381,458 | +1.1% | 9.97% | +3.1% |
| Q4 2016 | $72,807,000 | +60.6% | 1,367,009 | +55.7% | 9.67% | +55.3% |
| Q3 2016 | $45,322,000 | +1763.6% | 877,990 | +1696.6% | 6.23% | +1624.7% |
| Q2 2016 | $2,432,000 | – | 48,870 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |