SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
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 | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |