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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $11,539,000 | +17.4% | 237,570 | +10.6% | 4.96% | +9.5% |
| Q3 2015 | $9,829,000 | +6.9% | 214,798 | +15.2% | 4.53% | +23.5% |
| Q2 2015 | $9,198,000 | +20.5% | 186,535 | +21.2% | 3.67% | +20.9% |
| Q1 2015 | $7,632,000 | -4.3% | 153,965 | -5.3% | 3.04% | -7.8% |
| Q4 2014 | $7,975,000 | -67.2% | 162,580 | -68.6% | 3.29% | -66.3% |
| Q3 2014 | $24,307,000 | +5.2% | 517,280 | +4.9% | 9.75% | +6.1% |
| Q2 2014 | $23,096,000 | +24.4% | 493,195 | +18.8% | 9.19% | +17.7% |
| Q1 2014 | $18,568,000 | – | 415,300 | – | 7.81% | – |
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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% |