SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 247 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $663,000 | +33.7% | 14,485 | +44.1% | 0.04% | +59.3% |
| Q2 2015 | $496,000 | +11.7% | 10,050 | +12.3% | 0.03% | +12.5% |
| Q1 2015 | $444,000 | +3.3% | 8,950 | +2.1% | 0.02% | 0.0% |
| Q4 2014 | $430,000 | +22.9% | 8,770 | +17.7% | 0.02% | +20.0% |
| Q3 2014 | $350,000 | -4.9% | 7,450 | -5.1% | 0.02% | -4.8% |
| Q2 2014 | $368,000 | -1.3% | 7,850 | -6.0% | 0.02% | -4.5% |
| Q1 2014 | $373,000 | +1.4% | 8,350 | 0.0% | 0.02% | -4.3% |
| Q4 2013 | $368,000 | +9.5% | 8,350 | 0.0% | 0.02% | -4.2% |
| Q3 2013 | $336,000 | -4.8% | 8,350 | -9.7% | 0.02% | -7.7% |
| Q2 2013 | $353,000 | – | 9,250 | – | 0.03% | – |
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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% |