SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $245,000 | -98.1% | 4,000 | -98.3% | 0.01% | -97.7% |
| Q4 2019 | $12,837,000 | +4420.1% | 232,114 | +5702.8% | 0.48% | +4236.4% |
| Q3 2019 | $284,000 | +1.1% | 4,000 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $281,000 | -96.2% | 4,000 | -97.1% | 0.01% | -96.2% |
| Q1 2019 | $7,468,000 | +2248.4% | 137,835 | +2278.9% | 0.32% | +1893.8% |
| Q4 2018 | $318,000 | -8.6% | 5,794 | +15.9% | 0.02% | +14.3% |
| Q3 2018 | $348,000 | +7.1% | 5,000 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $325,000 | -36.9% | 5,000 | -38.7% | 0.02% | -37.5% |
| Q1 2018 | $515,000 | -1.0% | 8,159 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $520,000 | +6.1% | 8,159 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $490,000 | +4.0% | 8,159 | 0.0% | 0.02% | +4.3% |
| Q2 2017 | $471,000 | – | 8,159 | – | 0.02% | – |
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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% |