SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $961,000 | -22.2% | 14,219 | -31.3% | 0.05% | -19.4% |
| Q4 2018 | $1,236,000 | +84.5% | 20,708 | +95.1% | 0.07% | +86.1% |
| Q1 2018 | $670,000 | +188.8% | 10,614 | +174.4% | 0.04% | +227.3% |
| Q3 2017 | $232,000 | -12.8% | 3,868 | -24.9% | 0.01% | -76.1% |
| Q3 2016 | $266,000 | -26.3% | 5,148 | -30.8% | 0.05% | -9.8% |
| Q4 2015 | $361,000 | +37.8% | 7,436 | +29.9% | 0.05% | +50.0% |
| Q3 2015 | $262,000 | +0.8% | 5,726 | +3.5% | 0.03% | +21.4% |
| Q3 2014 | $260,000 | – | 5,533 | – | 0.03% | – |
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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% |