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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $96,000 | -17.2% | 2,154 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $116,000 | 0.0% | 2,154 | +111.8% | 0.03% | 0.0% |
| Q4 2021 | $116,000 | +9.4% | 1,017 | 0.0% | 0.03% | +3.1% |
| Q3 2021 | $106,000 | 0.0% | 1,017 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $106,000 | +8.2% | 1,017 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $98,000 | +6.5% | 1,017 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $92,000 | +12.2% | 1,017 | 0.0% | 0.03% | -3.1% |
| Q3 2020 | $82,000 | -8.9% | 1,017 | -17.2% | 0.03% | -13.5% |
| Q2 2020 | $90,000 | +80.0% | 1,228 | +47.6% | 0.04% | +42.3% |
| Q1 2020 | $50,000 | -20.6% | 832 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $63,000 | +6.8% | 832 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $59,000 | +1.7% | 832 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 832 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $56,000 | +14.3% | 832 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $49,000 | +250.0% | 832 | +322.3% | 0.03% | +314.3% |
| Q3 2018 | $14,000 | – | 197 | – | 0.01% | – |
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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% |