SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,703,000 | +6.8% | 30,271 | +1.1% | 0.23% | -1.7% |
| Q4 2016 | $1,594,000 | +0.1% | 29,928 | -3.0% | 0.24% | -2.9% |
| Q3 2016 | $1,593,000 | -24.0% | 30,864 | -26.7% | 0.24% | -28.6% |
| Q2 2016 | $2,095,000 | -10.1% | 42,101 | -11.8% | 0.34% | -14.9% |
| Q1 2016 | $2,330,000 | -4.5% | 47,714 | -5.0% | 0.40% | -23.1% |
| Q4 2015 | $2,439,000 | +453.1% | 50,207 | +421.4% | 0.52% | +399.0% |
| Q3 2015 | $441,000 | -9.3% | 9,630 | -2.4% | 0.10% | -7.1% |
| Q2 2015 | $486,000 | -0.6% | 9,864 | 0.0% | 0.11% | 0.0% |
| Q1 2015 | $489,000 | -25.1% | 9,864 | -26.0% | 0.11% | -29.4% |
| Q4 2014 | $653,000 | +36.0% | 13,322 | +30.4% | 0.16% | +26.0% |
| Q3 2014 | $480,000 | -44.0% | 10,214 | -44.2% | 0.13% | -41.5% |
| Q2 2014 | $857,000 | +19.0% | 18,306 | +13.7% | 0.22% | +13.0% |
| Q1 2014 | $720,000 | +24.6% | 16,105 | +22.9% | 0.19% | +12.3% |
| Q4 2013 | $578,000 | +9.7% | 13,109 | 0.0% | 0.17% | 0.0% |
| Q3 2013 | $527,000 | +5.2% | 13,109 | 0.0% | 0.17% | -6.0% |
| Q2 2013 | $501,000 | – | 13,109 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |