SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.69 and the average weighting 1.6%.
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 | 3,819,634 | $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% |