SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $1,749,000 | +5.3% | 32,832 | +2.1% | 0.06% | 0.0% |
Q3 2016 | $1,661,000 | +366.6% | 32,168 | +349.2% | 0.06% | +338.5% |
Q2 2016 | $356,000 | +2.6% | 7,161 | +0.7% | 0.01% | -13.3% |
Q1 2016 | $347,000 | -6.2% | 7,109 | -6.8% | 0.02% | -11.8% |
Q4 2015 | $370,000 | +242.6% | 7,628 | +224.3% | 0.02% | +112.5% |
Q3 2015 | $108,000 | -4.4% | 2,352 | +2.3% | 0.01% | 0.0% |
Q2 2015 | $113,000 | -41.1% | 2,299 | -40.7% | 0.01% | -38.5% |
Q1 2015 | $192,000 | +9.7% | 3,880 | +8.6% | 0.01% | -31.6% |
Q4 2014 | $175,000 | +7.4% | 3,572 | +3.3% | 0.02% | -5.0% |
Q3 2014 | $163,000 | +14.0% | 3,459 | +13.0% | 0.02% | +5.3% |
Q2 2014 | $143,000 | -51.7% | 3,061 | -53.9% | 0.02% | -9.5% |
Q1 2014 | $296,000 | +68.2% | 6,640 | +66.3% | 0.02% | -22.2% |
Q4 2013 | $176,000 | +23.1% | 3,992 | +12.5% | 0.03% | +8.0% |
Q3 2013 | $143,000 | -18.8% | 3,550 | -23.0% | 0.02% | -28.6% |
Q2 2013 | $176,000 | – | 4,613 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |