SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 204 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $6,000 | +20.0% | 90 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $5,000 | -16.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $6,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | -57.1% | 90 | -59.1% | 0.01% | -54.5% |
| Q4 2017 | $14,000 | -91.2% | 220 | -93.3% | 0.01% | -93.1% |
| Q4 2015 | $159,000 | +6.0% | 3,271 | 0.0% | 0.16% | +3.9% |
| Q3 2015 | $150,000 | -40.0% | 3,271 | -35.5% | 0.15% | -33.9% |
| Q2 2015 | $250,000 | -0.4% | 5,071 | 0.0% | 0.23% | -2.9% |
| Q1 2015 | $251,000 | +0.8% | 5,071 | 0.0% | 0.24% | -1.2% |
| Q4 2014 | $249,000 | – | 5,071 | – | 0.24% | – |
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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% |