SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 68.61 and the average weighting 1.8%.
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 ↓ |
|---|---|---|---|
| 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% |