SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $4,681,000 | -0.6% | 66,697 | -4.3% | 23.91% | -4.1% |
Q1 2019 | $4,710,000 | +11.3% | 69,658 | -1.7% | 24.92% | +6.0% |
Q4 2018 | $4,231,000 | -22.2% | 70,869 | -9.3% | 23.50% | +26.8% |
Q3 2018 | $5,437,000 | +1.4% | 78,167 | -5.3% | 18.53% | +3.7% |
Q2 2018 | $5,363,000 | -15.6% | 82,518 | -17.2% | 17.86% | +14.5% |
Q4 2017 | $6,356,000 | +6.1% | 99,653 | -0.2% | 15.61% | -10.8% |
Q3 2017 | $5,993,000 | -0.8% | 99,815 | -4.5% | 17.49% | +44.7% |
Q2 2017 | $6,039,000 | +1.3% | 104,543 | -1.3% | 12.08% | +11.4% |
Q1 2017 | $5,959,000 | +1.6% | 105,894 | -3.9% | 10.84% | +5.1% |
Q4 2016 | $5,866,000 | +2.9% | 110,140 | -0.2% | 10.32% | +4.1% |
Q3 2016 | $5,699,000 | -6.4% | 110,411 | -9.7% | 9.91% | -11.2% |
Q2 2016 | $6,087,000 | -4.7% | 122,309 | -6.5% | 11.16% | -2.2% |
Q1 2016 | $6,389,000 | -4.1% | 130,809 | -4.6% | 11.42% | +0.0% |
Q4 2015 | $6,659,000 | – | 137,098 | – | 11.41% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |