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 | $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% | – |
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% |