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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,363,000 | -1.7% | 17,747 | -9.2% | 0.31% | -9.5% |
| Q3 2019 | $1,387,000 | +27.4% | 19,550 | +26.0% | 0.35% | +19.7% |
| Q2 2019 | $1,089,000 | +771.2% | 15,510 | +705.3% | 0.29% | +544.4% |
| Q2 2018 | $125,000 | +3.3% | 1,926 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $121,000 | -2.4% | 1,926 | -7.4% | 0.04% | -13.7% |
| Q3 2017 | $124,000 | -0.8% | 2,079 | -4.6% | 0.05% | +2.0% |
| Q2 2017 | $125,000 | +1.6% | 2,180 | +0.5% | 0.05% | 0.0% |
| Q1 2017 | $123,000 | -16.9% | 2,170 | -21.7% | 0.05% | +25.0% |
| Q4 2016 | $148,000 | +13.0% | 2,771 | +8.7% | 0.04% | -23.1% |
| Q3 2016 | $131,000 | +336.7% | 2,549 | +317.2% | 0.05% | +333.3% |
| Q2 2016 | $30,000 | -45.5% | 611 | -46.3% | 0.01% | -53.8% |
| Q1 2016 | $55,000 | 0.0% | 1,138 | 0.0% | 0.03% | -3.7% |
| Q4 2015 | $55,000 | – | 1,138 | – | 0.03% | – |
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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% |