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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,692,000 | +10.6% | 44,831 | +6.4% | 0.02% | +6.7% |
| Q2 2017 | $2,433,000 | -0.3% | 42,116 | -2.9% | 0.02% | -6.2% |
| Q1 2017 | $2,440,000 | +10.7% | 43,358 | +4.7% | 0.02% | 0.0% |
| Q4 2016 | $2,205,000 | +9.5% | 41,399 | +6.2% | 0.02% | 0.0% |
| Q3 2016 | $2,013,000 | -7.2% | 38,992 | -10.6% | 0.02% | -11.1% |
| Q2 2016 | $2,170,000 | +2.2% | 43,609 | +0.3% | 0.02% | -5.3% |
| Q1 2016 | $2,124,000 | +3.5% | 43,488 | +3.0% | 0.02% | 0.0% |
| Q4 2015 | $2,052,000 | +5.9% | 42,238 | -0.3% | 0.02% | -5.0% |
| Q3 2015 | $1,938,000 | -4.3% | 42,351 | +3.1% | 0.02% | 0.0% |
| Q2 2015 | $2,026,000 | +9.1% | 41,087 | +9.7% | 0.02% | +5.3% |
| Q1 2015 | $1,857,000 | +0.9% | 37,457 | -0.1% | 0.02% | -9.5% |
| Q4 2014 | $1,840,000 | +25.2% | 37,509 | +19.9% | 0.02% | +16.7% |
| Q3 2014 | $1,470,000 | -44.1% | 31,283 | -44.3% | 0.02% | -43.8% |
| Q2 2014 | $2,630,000 | +101.5% | 56,168 | +92.4% | 0.03% | +77.8% |
| Q1 2014 | $1,305,000 | +23.6% | 29,192 | +21.9% | 0.02% | +20.0% |
| Q4 2013 | $1,056,000 | – | 23,954 | – | 0.02% | – |
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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% |