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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,628,925 | $252,428,000 | 49.64% |
| Northwest Quadrant Wealth Management, LLC | 586,549 | $39,287,000 | 24.15% |
| Pacific Edge Advisors, LLC | 612,186 | $42,584,000 | 23.51% |
| EVERMAY WEALTH MANAGEMENT LLC | 958,407 | $66,667,000 | 20.81% |
| ACCESS FINANCIAL SERVICES, INC. | 418,360 | $29,101,000 | 19.97% |
| AT Bancorp | 2,556,595 | $177,837,000 | 19.18% |
| HBK Sorce Advisory LLC | 2,427,193 | $168,836,000 | 19.03% |
| Apriem Advisors | 1,234,560 | $85,876,000 | 18.80% |
| Delphi Private Advisors LLC | 78,167 | $5,437,000 | 18.53% |
| Financial Management Professionals, Inc. | 676,651 | $47,068,000 | 18.28% |