SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |