SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $3,980,000 | +6.9% | 61,252 | +3.8% | 0.36% | +1.4% |
| Q1 2018 | $3,723,000 | -27.8% | 59,031 | -26.9% | 0.35% | -30.6% |
| Q4 2017 | $5,153,000 | +10.6% | 80,794 | +4.1% | 0.51% | 0.0% |
| Q3 2017 | $4,660,000 | +3.4% | 77,620 | -0.5% | 0.51% | -1.4% |
| Q2 2017 | $4,505,000 | -9.5% | 77,989 | -11.8% | 0.51% | -15.8% |
| Q1 2017 | $4,977,000 | +5.9% | 88,452 | +0.3% | 0.61% | +0.8% |
| Q4 2016 | $4,698,000 | – | 88,210 | – | 0.60% | – |
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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% |