SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $107,000 | 0.0% | 1,448 | -16.8% | 0.00% | +100.0% |
| Q1 2020 | $107,000 | -17.1% | 1,740 | +3.3% | 0.00% | -50.0% |
| Q4 2019 | $129,000 | +17.3% | 1,684 | +8.4% | 0.00% | 0.0% |
| Q3 2019 | $110,000 | 0.0% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $110,000 | +4.8% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $105,000 | +12.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $93,000 | -13.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $108,000 | +6.9% | 1,554 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $101,000 | +21.7% | 1,554 | +17.9% | 0.00% | +100.0% |
| Q1 2018 | $83,000 | +1.2% | 1,318 | -6.8% | 0.00% | -50.0% |
| Q2 2017 | $82,000 | +2.5% | 1,414 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $80,000 | +1.3% | 1,414 | -4.4% | 0.00% | 0.0% |
| Q4 2016 | $79,000 | +2.6% | 1,479 | -1.4% | 0.00% | 0.0% |
| Q3 2016 | $77,000 | +2.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $75,000 | +2.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $73,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $73,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
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% |