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 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 ↓ |
|---|---|---|---|
| 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% |