SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.45 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $16,566,000 | -17.5% | 277,476 | -3.9% | 9.65% | +0.4% |
| Q3 2018 | $20,081,000 | +3.5% | 288,691 | -3.3% | 9.61% | -3.8% |
| Q2 2018 | $19,404,000 | +2.0% | 298,554 | -1.0% | 9.99% | -0.5% |
| Q1 2018 | $19,029,000 | -1.8% | 301,657 | -0.7% | 10.04% | +5.4% |
| Q4 2017 | $19,374,000 | +3.6% | 303,764 | -2.5% | 9.52% | +0.3% |
| Q3 2017 | $18,706,000 | +1.5% | 311,560 | -2.3% | 9.49% | -0.2% |
| Q2 2017 | $18,431,000 | +3.9% | 319,036 | +1.2% | 9.50% | -0.4% |
| Q1 2017 | $17,738,000 | +10.7% | 315,232 | +4.8% | 9.54% | +3.7% |
| Q4 2016 | $16,020,000 | +7.4% | 300,790 | +4.1% | 9.20% | +2.5% |
| Q3 2016 | $14,921,000 | +3.8% | 289,058 | +0.1% | 8.98% | +1.5% |
| Q2 2016 | $14,369,000 | +5.4% | 288,696 | +3.4% | 8.84% | +1.6% |
| Q1 2016 | $13,639,000 | +8.8% | 279,256 | +8.2% | 8.70% | +15.3% |
| Q4 2015 | $12,536,000 | +8.9% | 258,112 | +2.6% | 7.55% | +5.8% |
| Q3 2015 | $11,516,000 | -0.3% | 251,668 | +7.4% | 7.13% | +2.8% |
| Q2 2015 | $11,551,000 | +9.6% | 234,243 | +10.2% | 6.94% | +7.6% |
| Q1 2015 | $10,542,000 | +128.7% | 212,658 | +126.3% | 6.45% | +66.9% |
| Q4 2014 | $4,609,000 | +263.8% | 93,963 | +248.5% | 3.87% | +176.7% |
| Q3 2014 | $1,267,000 | +303.5% | 26,961 | +302.3% | 1.40% | +315.8% |
| Q2 2014 | $314,000 | – | 6,702 | – | 0.34% | – |
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% |