SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,181,000 | -30.1% | 16,982 | -34.7% | 0.01% | -40.0% |
| Q2 2018 | $1,689,000 | +302.1% | 25,989 | +271.6% | 0.02% | +275.0% |
| Q3 2017 | $420,000 | +19.0% | 6,994 | +14.4% | 0.00% | +33.3% |
| Q2 2017 | $353,000 | -94.9% | 6,116 | -95.0% | 0.00% | -95.1% |
| Q1 2017 | $6,860,000 | +296.8% | 121,911 | +275.6% | 0.06% | +306.7% |
| Q4 2016 | $1,729,000 | +84.9% | 32,456 | +68.6% | 0.02% | +114.3% |
| Q4 2015 | $935,000 | -31.0% | 19,254 | -30.4% | 0.01% | 0.0% |
| Q4 2014 | $1,356,000 | +199.3% | 27,652 | +186.8% | 0.01% | +133.3% |
| Q3 2014 | $453,000 | +323.4% | 9,641 | +244.3% | 0.00% | +200.0% |
| Q2 2013 | $107,000 | – | 2,800 | – | 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% |