MML INVESTORS SERVICES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 63.04 and the average weighting 1.8%.

Quarter-by-quarter ownership
MML INVESTORS SERVICES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,538
-21.8%
89,687
-19.0%
0.02%
-21.9%
Q2 2023$5,801
+1.6%
110,777
-6.1%
0.03%
-20.0%
Q1 2023$5,708
+11.3%
118,013
+3.9%
0.04%
+17.6%
Q4 2022$5,130
-99.9%
113,626
+28.3%
0.03%
+21.4%
Q3 2022$3,750,000
-7.9%
88,552
-2.8%
0.03%
-9.7%
Q2 2022$4,070,000
-21.1%
91,134
-4.9%
0.03%
-13.9%
Q1 2022$5,161,000
+5.6%
95,849
+123.3%
0.04%
+2.9%
Q4 2021$4,885,000
+20.8%
42,917
+10.4%
0.04%
+9.4%
Q3 2021$4,045,000
+10.4%
38,885
+10.3%
0.03%
+3.2%
Q2 2021$3,664,000
+14.4%
35,239
+5.6%
0.03%0.0%
Q1 2021$3,204,000
+29.9%
33,360
+23.0%
0.03%
+19.2%
Q4 2020$2,467,000
+50.3%
27,121
+33.3%
0.03%
+23.8%
Q3 2020$1,641,000
+25.3%
20,349
+15.1%
0.02%
+16.7%
Q2 2020$1,310,000
+78.7%
17,681
+47.8%
0.02%
+38.5%
Q1 2020$733,000
+0.3%
11,965
+25.7%
0.01%
+30.0%
Q4 2019$731,000
+58.9%
9,517
+46.6%
0.01%
+42.9%
Q3 2019$460,000
-73.4%
6,490
-73.7%
0.01%
-72.0%
Q2 2019$1,732,000
+11.7%
24,676
+7.7%
0.02%
+4.2%
Q1 2019$1,550,000
+12.6%
22,921
-0.6%
0.02%
-4.0%
Q4 2018$1,377,000
-63.6%
23,058
-57.6%
0.02%
-60.9%
Q3 2018$3,780,000
+58.3%
54,348
+47.9%
0.06%
+23.1%
Q2 2018$2,388,000
-34.9%
36,741
-36.8%
0.05%
-33.3%
Q1 2018$3,668,000
+6.8%
58,146
+8.0%
0.08%
+20.0%
Q4 2017$3,435,000
+22.1%
53,862
+14.9%
0.06%
+12.1%
Q3 2017$2,814,000
-50.9%
46,862
-52.7%
0.06%
-47.3%
Q2 2017$5,729,00099,1740.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
SAGE FINANCIAL GROUP INC 8,278,358$433,537,60745.86%
Leverty Financial Group, LLC 918,874$48,117,34035.07%
Adams Wealth Management 1,614,355$84,543,75726.39%
Diversified, LLC 1,665,758$87,235,73122.21%
Kolinsky Wealth Management, LLC 446,876$23,143,71621.96%
Campbell Wealth Management 4,651,918$243,62121.94%
APPLETON GROUP, LLC 299,890$15,705,26221.92%
Northwest Quadrant Wealth Management, LLC 1,478,575$77,432,96021.40%
BlueSky Wealth Advisors, LLC 1,970,065$103,172,29220.73%
MONEYWISE, INC. 617,638$32,345,71520.06%
View complete list of SCHWAB STRATEGIC TR shareholders