SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $307,000 | +0.3% | 6,290 | 0.0% | 0.01% | -12.5% |
| Q4 2015 | $306,000 | +6.2% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $288,000 | -7.1% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $310,000 | -0.6% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $312,000 | +1.0% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $309,000 | +4.4% | 6,290 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $296,000 | +0.3% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $295,000 | +5.0% | 6,290 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $281,000 | +1.4% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $277,000 | +9.5% | 6,290 | 0.0% | 0.01% | -11.1% |
| Q3 2013 | $253,000 | +5.4% | 6,290 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $240,000 | – | 6,290 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |