SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $209,000 | -2.8% | 2,957 | -3.7% | 0.15% | -4.5% |
| Q2 2019 | $215,000 | -18.6% | 3,070 | -21.6% | 0.16% | -19.5% |
| Q1 2019 | $264,000 | +19.5% | 3,917 | +5.8% | 0.20% | +5.4% |
| Q4 2018 | $221,000 | -12.0% | 3,704 | +2.5% | 0.18% | +1.6% |
| Q3 2018 | $251,000 | +8.7% | 3,615 | +1.6% | 0.18% | +5.8% |
| Q2 2018 | $231,000 | +6.5% | 3,559 | +3.3% | 0.17% | +4.2% |
| Q1 2018 | $217,000 | -25.9% | 3,446 | -25.2% | 0.16% | -22.2% |
| Q4 2017 | $293,000 | +10.2% | 4,607 | +4.0% | 0.21% | +5.5% |
| Q3 2017 | $266,000 | +15.7% | 4,430 | +11.1% | 0.20% | +11.0% |
| Q2 2017 | $230,000 | – | 3,986 | – | 0.18% | – |
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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% |