SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 596 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 93.85 and the average weighting 1.8%.
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 | 8,244,869 | $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% |