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 | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |