SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $311,000 | -56.7% | 5,210 | -49.6% | 0.27% | -51.5% |
| Q3 2018 | $719,000 | -22.6% | 10,340 | -27.6% | 0.56% | -23.3% |
| Q2 2018 | $929,000 | +1.2% | 14,290 | -1.9% | 0.73% | +9.0% |
| Q1 2018 | $918,000 | -3.7% | 14,560 | -2.5% | 0.67% | -3.3% |
| Q4 2017 | $953,000 | +5.0% | 14,940 | -1.3% | 0.69% | +0.9% |
| Q3 2017 | $908,000 | +40.6% | 15,130 | +35.3% | 0.68% | +37.7% |
| Q2 2017 | $646,000 | +55.7% | 11,180 | +51.6% | 0.50% | +53.1% |
| Q1 2017 | $415,000 | +1.5% | 7,375 | -4.0% | 0.32% | -3.0% |
| Q4 2016 | $409,000 | -25.8% | 7,685 | -28.0% | 0.33% | -20.7% |
| Q3 2016 | $551,000 | +3.8% | 10,675 | 0.0% | 0.42% | +1.4% |
| Q2 2016 | $531,000 | +1.9% | 10,675 | 0.0% | 0.42% | +2.5% |
| Q1 2016 | $521,000 | +6.8% | 10,675 | +6.2% | 0.40% | +5.2% |
| Q4 2015 | $488,000 | +26.8% | 10,050 | +19.5% | 0.38% | +42.1% |
| Q3 2015 | $385,000 | +80.8% | 8,410 | +94.7% | 0.27% | +120.3% |
| Q2 2015 | $213,000 | -0.5% | 4,320 | 0.0% | 0.12% | +3.4% |
| Q1 2015 | $214,000 | -20.1% | 4,320 | -20.8% | 0.12% | -20.1% |
| Q4 2014 | $268,000 | – | 5,455 | – | 0.15% | – |
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% |