SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 629 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 87.03 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $102,473 | -97.4% | 2,270 | -94.0% | 0.04% | -97.8% |
| Q2 2021 | $3,964,000 | +8.5% | 38,123 | +0.2% | 1.85% | +540.8% |
| Q1 2021 | $3,655,000 | +4.8% | 38,057 | -0.7% | 0.29% | -44.1% |
| Q4 2020 | $3,486,000 | +9.3% | 38,324 | -3.1% | 0.52% | +6.8% |
| Q3 2020 | $3,190,000 | +6.6% | 39,563 | -2.0% | 0.48% | -41.6% |
| Q2 2020 | $2,993,000 | -46.3% | 40,386 | -55.6% | 0.83% | -45.1% |
| Q1 2020 | $5,574,000 | +39.4% | 90,992 | +74.8% | 1.51% | +12.2% |
| Q4 2019 | $3,998,000 | +6.4% | 52,048 | -1.8% | 1.34% | -9.4% |
| Q3 2019 | $3,758,000 | -0.7% | 52,980 | -1.8% | 1.48% | +7.8% |
| Q2 2019 | $3,786,000 | +1746.8% | 53,937 | +1581.3% | 1.38% | +1087.9% |
| Q4 2017 | $205,000 | – | 3,208 | – | 0.12% | – |
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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% |