SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $506,000 | +6.3% | 8,753 | +3.4% | 0.01% | 0.0% |
| Q1 2017 | $476,000 | +14.7% | 8,468 | +8.7% | 0.01% | +12.5% |
| Q4 2016 | $415,000 | +22.4% | 7,787 | +18.7% | 0.01% | +33.3% |
| Q3 2016 | $339,000 | +8.7% | 6,561 | +4.8% | 0.01% | 0.0% |
| Q2 2016 | $312,000 | -41.2% | 6,260 | -42.4% | 0.01% | -45.5% |
| Q1 2016 | $531,000 | -35.8% | 10,874 | -36.2% | 0.01% | -31.2% |
| Q4 2015 | $827,000 | +220.5% | 17,032 | +201.6% | 0.02% | +220.0% |
| Q3 2015 | $258,000 | -7.2% | 5,648 | +0.0% | 0.01% | 0.0% |
| Q2 2015 | $278,000 | -0.7% | 5,647 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $280,000 | +15.7% | 5,647 | +14.6% | 0.01% | 0.0% |
| Q4 2014 | $242,000 | +4.3% | 4,927 | 0.0% | 0.01% | +25.0% |
| Q3 2014 | $232,000 | +0.9% | 4,927 | +0.5% | 0.00% | 0.0% |
| Q2 2014 | $230,000 | +5.0% | 4,901 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $219,000 | – | 4,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |