SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,739,482,000 | -2.5% | 165,508 | -3.5% | 0.01% | -11.1% |
| Q2 2019 | $12,044,042,000 | -28.1% | 171,592 | -30.7% | 0.01% | -25.0% |
| Q1 2019 | $16,750,716,000 | -0.9% | 247,755 | -12.5% | 0.01% | -20.0% |
| Q4 2018 | $16,906,742,000 | -17.1% | 283,195 | -3.4% | 0.02% | 0.0% |
| Q3 2018 | $20,402,435,000 | +5.5% | 293,307 | -1.4% | 0.02% | 0.0% |
| Q2 2018 | $19,339,399,000 | +1.7% | 297,575 | -1.3% | 0.02% | 0.0% |
| Q1 2018 | $19,024,423,000 | -3.9% | 301,592 | -2.9% | 0.02% | -11.8% |
| Q4 2017 | $19,800,884,000 | +4.6% | 310,456 | -1.6% | 0.02% | 0.0% |
| Q3 2017 | $18,936,616,000 | +1.0% | 315,400 | -2.8% | 0.02% | -5.6% |
| Q2 2017 | $18,749,947,000 | -23.6% | 324,562 | -25.6% | 0.02% | -28.0% |
| Q1 2017 | $24,553,133,000 | +62956651.3% | 436,345 | +58865.5% | 0.02% | – |
| Q4 2016 | $39,000 | – | 740 | – | 0.00% | – |
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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% |