SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 584 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,361,000 | +26.6% | 35,000 | +19.9% | 0.14% | +19.8% |
| Q4 2020 | $2,655,000 | +12.8% | 29,195 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $2,354,000 | +8.8% | 29,195 | 0.0% | 0.12% | +6.1% |
| Q2 2020 | $2,163,000 | +21.0% | 29,195 | 0.0% | 0.11% | +4.6% |
| Q1 2020 | $1,788,000 | -20.2% | 29,195 | 0.0% | 0.11% | +1.9% |
| Q4 2019 | $2,242,000 | +292.0% | 29,195 | +262.2% | 0.11% | +256.7% |
| Q3 2019 | $572,000 | +1.1% | 8,060 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $566,000 | -21.2% | 8,060 | -24.1% | 0.03% | -23.1% |
| Q1 2019 | $718,000 | +184.9% | 10,625 | +151.5% | 0.04% | +160.0% |
| Q4 2018 | $252,000 | -14.3% | 4,225 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $294,000 | – | 4,225 | – | 0.02% | – |
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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% |