SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,521,000 | -0.8% | 34,053 | +19.6% | 0.11% | +11.1% |
| Q1 2022 | $1,533,000 | -6.4% | 28,467 | +98.0% | 0.10% | -5.7% |
| Q4 2021 | $1,637,000 | +30.6% | 14,380 | +19.4% | 0.10% | +18.0% |
| Q3 2021 | $1,253,000 | -5.7% | 12,044 | -5.8% | 0.09% | -8.2% |
| Q2 2021 | $1,329,000 | +8.2% | 12,784 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $1,228,000 | +64.2% | 12,784 | +55.4% | 0.10% | +48.5% |
| Q4 2020 | $748,000 | +19.5% | 8,226 | +5.9% | 0.07% | +1.5% |
| Q3 2020 | $626,000 | +8.9% | 7,766 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $575,000 | -23.2% | 7,766 | -27.8% | 0.06% | -54.9% |
| Q3 2018 | $749,000 | +178.4% | 10,761 | +159.8% | 0.14% | +100.0% |
| Q2 2018 | $269,000 | -63.5% | 4,142 | -64.5% | 0.07% | -75.2% |
| Q1 2018 | $737,000 | -0.9% | 11,680 | +0.2% | 0.29% | -14.7% |
| Q4 2017 | $744,000 | – | 11,659 | – | 0.34% | – |
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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% |