SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $307,000 | +6.2% | 3,192 | +0.5% | 0.06% | -1.6% |
| Q4 2020 | $289,000 | +13.3% | 3,176 | +0.4% | 0.06% | -6.2% |
| Q3 2020 | $255,000 | -49.3% | 3,163 | -60.4% | 0.06% | -73.1% |
| Q1 2018 | $503,000 | -29.1% | 7,981 | -28.2% | 0.24% | -36.3% |
| Q4 2017 | $709,000 | +6.5% | 11,122 | +0.2% | 0.38% | -14.2% |
| Q3 2017 | $666,000 | +4.9% | 11,098 | +1.0% | 0.44% | +2.1% |
| Q2 2017 | $635,000 | +6.2% | 10,989 | +3.4% | 0.43% | +6.9% |
| Q1 2017 | $598,000 | +6.2% | 10,624 | +0.6% | 0.41% | +28.1% |
| Q4 2016 | $563,000 | +3.3% | 10,562 | +0.1% | 0.32% | -5.9% |
| Q3 2016 | $545,000 | – | 10,551 | – | 0.34% | – |
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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% |