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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,010,000 | -18.4% | 67,176 | -4.9% | 1.86% | -8.5% |
| Q3 2018 | $4,913,000 | +2.3% | 70,623 | -4.4% | 2.03% | -0.3% |
| Q2 2018 | $4,803,000 | -8.4% | 73,900 | -11.1% | 2.04% | -6.4% |
| Q1 2018 | $5,243,000 | -5.8% | 83,121 | -4.8% | 2.18% | -6.2% |
| Q4 2017 | $5,568,000 | -2.4% | 87,296 | -8.1% | 2.32% | -6.3% |
| Q3 2017 | $5,702,000 | +0.5% | 94,964 | -3.3% | 2.48% | -3.1% |
| Q2 2017 | $5,675,000 | +7.2% | 98,233 | +4.4% | 2.55% | +2.4% |
| Q1 2017 | $5,294,000 | – | 94,082 | – | 2.50% | – |
Download | ||||||
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% |