SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $301,000 | -3.8% | 4,720 | -9.6% | 0.09% | -2.3% |
| Q3 2017 | $313,000 | -0.9% | 5,220 | -4.6% | 0.09% | +1.1% |
| Q2 2017 | $316,000 | -15.7% | 5,470 | -18.0% | 0.09% | -17.9% |
| Q1 2017 | $375,000 | +6.5% | 6,670 | +0.8% | 0.11% | 0.0% |
| Q4 2016 | $352,000 | +2.0% | 6,615 | -1.1% | 0.11% | -7.8% |
| Q3 2016 | $345,000 | -0.6% | 6,690 | -4.0% | 0.12% | -0.9% |
| Q2 2016 | $347,000 | -2.8% | 6,971 | -4.7% | 0.12% | -4.1% |
| Q1 2016 | $357,000 | +1.1% | 7,318 | +0.5% | 0.12% | -3.2% |
| Q4 2015 | $353,000 | +6.6% | 7,278 | +0.5% | 0.12% | -2.3% |
| Q3 2015 | $331,000 | -15.3% | 7,243 | -8.7% | 0.13% | -10.5% |
| Q2 2015 | $391,000 | -0.5% | 7,935 | 0.0% | 0.14% | -0.7% |
| Q1 2015 | $393,000 | – | 7,935 | – | 0.14% | – |
Download | ||||||
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% |