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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $374,000 | +6.2% | 3,284 | -2.9% | 0.04% | -11.8% |
| Q3 2021 | $352,000 | 0.0% | 3,383 | +0.0% | 0.05% | -1.9% |
| Q2 2021 | $352,000 | +0.3% | 3,382 | -7.5% | 0.05% | -17.5% |
| Q1 2021 | $351,000 | +5.7% | 3,656 | +0.0% | 0.06% | -13.7% |
| Q4 2020 | $332,000 | +53.7% | 3,655 | +36.3% | 0.07% | +4.3% |
| Q3 2020 | $216,000 | -22.6% | 2,682 | -26.1% | 0.07% | -38.6% |
| Q4 2019 | $279,000 | -28.5% | 3,629 | -40.7% | 0.11% | -72.0% |
| Q4 2017 | $390,000 | -14.3% | 6,116 | -19.4% | 0.41% | -28.2% |
| Q3 2017 | $455,000 | – | 7,584 | – | 0.57% | – |
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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% |