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 | $31,944,000 | +17.3% | 472,472 | +3.6% | 11.22% | -1.5% |
| Q4 2018 | $27,230,000 | -16.1% | 456,108 | -2.2% | 11.39% | -4.3% |
| Q3 2018 | $32,455,000 | +5.6% | 466,574 | -1.3% | 11.90% | +1.8% |
| Q2 2018 | $30,721,000 | +4.5% | 472,705 | +1.4% | 11.69% | +4.9% |
| Q1 2018 | $29,393,000 | +6.0% | 465,966 | +13.1% | 11.14% | +7.9% |
| Q4 2017 | $27,724,000 | +13.6% | 411,882 | +3.7% | 10.33% | +44.0% |
| Q3 2017 | $24,397,000 | +45.9% | 397,212 | +18.5% | 7.17% | +56.4% |
| Q2 2017 | $16,720,000 | -23.8% | 335,095 | -14.1% | 4.59% | -32.5% |
| Q1 2017 | $21,942,000 | +33.5% | 389,943 | +26.3% | 6.79% | +46.7% |
| Q4 2016 | $16,441,000 | -33.9% | 308,689 | -35.9% | 4.63% | -34.5% |
| Q3 2016 | $24,873,000 | +21.3% | 481,843 | +16.9% | 7.06% | +12.4% |
| Q2 2016 | $20,509,000 | +25.7% | 412,072 | +23.4% | 6.28% | +37.2% |
| Q1 2016 | $16,315,000 | +244.1% | 334,048 | +242.2% | 4.58% | +234.1% |
| Q4 2015 | $4,742,000 | – | 97,628 | +4881300.0% | 1.37% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 0.00% | – |
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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% |