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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,494,000 | -45.9% | 40,716 | -32.2% | 0.62% | -22.5% |
| Q4 2019 | $4,611,000 | +8.9% | 60,028 | +0.5% | 0.80% | -4.6% |
| Q3 2019 | $4,235,000 | +1.4% | 59,702 | +0.8% | 0.84% | -5.6% |
| Q2 2019 | $4,175,000 | +3.9% | 59,219 | -0.3% | 0.89% | -1.1% |
| Q1 2019 | $4,017,000 | +7.1% | 59,411 | -5.3% | 0.90% | +13.4% |
| Q4 2018 | $3,751,000 | -14.7% | 62,745 | -0.7% | 0.79% | -38.2% |
| Q3 2018 | $4,395,000 | +5.5% | 63,186 | -1.4% | 1.28% | -2.8% |
| Q2 2018 | $4,164,000 | -99.9% | 64,072 | +17.4% | 1.32% | -9.1% |
| Q1 2018 | $3,441,658,000 | +77836.1% | 54,560 | -21.2% | 1.45% | +13.3% |
| Q4 2017 | $4,416,000 | -6.6% | 69,247 | -12.1% | 1.28% | +6.9% |
| Q3 2017 | $4,728,000 | -22.0% | 78,759 | -25.0% | 1.20% | -34.4% |
| Q2 2017 | $6,062,000 | -43.7% | 104,944 | -45.2% | 1.83% | -41.3% |
| Q1 2017 | $10,771,000 | -3.1% | 191,418 | -8.3% | 3.11% | -6.7% |
| Q4 2016 | $11,121,000 | – | 208,800 | – | 3.34% | – |
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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% |