SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $7,799,000 | +3.0% | 120,000 | 0.0% | 4.06% | +0.3% |
| Q1 2018 | $7,570,000 | -1.3% | 120,000 | 0.0% | 4.05% | +2.1% |
| Q4 2017 | $7,668,000 | +6.4% | 120,000 | 0.0% | 3.96% | +1.4% |
| Q3 2017 | $7,205,000 | +3.9% | 120,000 | 0.0% | 3.91% | +0.3% |
| Q2 2017 | $6,932,000 | +2.7% | 120,000 | 0.0% | 3.90% | -0.1% |
| Q1 2017 | $6,752,000 | +5.6% | 120,000 | 0.0% | 3.90% | -0.8% |
| Q4 2016 | $6,391,000 | +3.2% | 120,000 | 0.0% | 3.94% | -0.9% |
| Q3 2016 | $6,194,000 | +3.7% | 120,000 | 0.0% | 3.97% | +5.2% |
| Q2 2016 | $5,972,000 | +1.9% | 120,000 | 0.0% | 3.77% | +3.8% |
| Q1 2016 | $5,861,000 | +0.6% | 120,000 | 0.0% | 3.63% | +6.1% |
| Q4 2015 | $5,828,000 | +6.1% | 120,000 | 0.0% | 3.42% | +1.5% |
| Q3 2015 | $5,491,000 | -21.6% | 120,000 | -15.5% | 3.38% | -15.1% |
| Q2 2015 | $7,002,000 | -0.5% | 142,000 | 0.0% | 3.98% | +6.1% |
| Q1 2015 | $7,039,000 | +1.1% | 142,000 | 0.0% | 3.75% | +4.1% |
| Q4 2014 | $6,965,000 | +4.4% | 142,000 | 0.0% | 3.60% | +2.7% |
| Q3 2014 | $6,673,000 | +0.3% | 142,000 | 0.0% | 3.50% | +0.5% |
| Q2 2014 | $6,650,000 | +4.7% | 142,000 | 0.0% | 3.49% | +1.7% |
| Q1 2014 | $6,349,000 | +1.4% | 142,000 | 0.0% | 3.43% | -5.2% |
| Q4 2013 | $6,259,000 | +51.1% | 142,000 | +37.9% | 3.62% | +13.1% |
| Q3 2013 | $4,142,000 | +37.3% | 103,000 | +30.4% | 3.20% | +18.8% |
| Q2 2013 | $3,017,000 | – | 79,000 | – | 2.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |