SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $2,405,000 | +0.8% | 79,735 | -3.6% | 0.11% | 0.0% |
| Q4 2014 | $2,386,000 | -26.9% | 82,716 | -20.5% | 0.11% | -30.2% |
| Q3 2014 | $3,262,000 | -7.7% | 104,096 | +0.9% | 0.16% | -7.0% |
| Q2 2014 | $3,534,000 | -15.8% | 103,136 | -18.9% | 0.17% | -19.7% |
| Q1 2014 | $4,199,000 | -77.8% | 127,211 | -78.5% | 0.21% | -77.4% |
| Q4 2013 | $18,900,000 | +1.8% | 592,112 | -1.6% | 0.94% | -8.4% |
| Q3 2013 | $18,563,000 | +16.6% | 601,711 | +2.1% | 1.03% | +11.0% |
| Q2 2013 | $15,921,000 | – | 589,452 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |