SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,612,000 | +5.9% | 32,394 | -2.7% | 0.05% | -3.9% |
| Q2 2020 | $2,466,000 | +10.7% | 33,282 | -8.5% | 0.05% | -10.5% |
| Q1 2020 | $2,228,000 | -23.1% | 36,382 | -3.6% | 0.06% | -12.3% |
| Q4 2019 | $2,899,000 | +7.4% | 37,736 | -0.8% | 0.06% | -4.4% |
| Q3 2019 | $2,699,000 | -3.3% | 38,056 | -4.3% | 0.07% | -9.3% |
| Q2 2019 | $2,791,000 | -4.9% | 39,760 | -8.5% | 0.08% | -10.7% |
| Q1 2019 | $2,936,000 | +11.4% | 43,431 | -1.6% | 0.08% | -2.3% |
| Q4 2018 | $2,635,000 | -14.2% | 44,143 | -0.0% | 0.09% | -2.3% |
| Q3 2018 | $3,071,000 | +2.7% | 44,153 | -4.1% | 0.09% | -4.3% |
| Q2 2018 | $2,991,000 | +4.2% | 46,026 | +1.1% | 0.09% | 0.0% |
| Q1 2018 | $2,871,000 | -7.0% | 45,511 | -6.0% | 0.09% | -7.1% |
| Q4 2017 | $3,088,000 | +3.3% | 48,420 | -2.7% | 0.10% | -7.5% |
| Q3 2017 | $2,988,000 | +5.1% | 49,760 | +1.1% | 0.11% | -2.7% |
| Q2 2017 | $2,842,000 | +138.4% | 49,203 | +132.3% | 0.11% | +124.5% |
| Q1 2017 | $1,192,000 | – | 21,178 | – | 0.05% | – |
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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% |