SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $3,721,000 | +21.7% | 76,178 | +21.0% | 0.39% | +19.9% |
| Q4 2015 | $3,058,000 | +16.5% | 62,956 | +9.8% | 0.33% | +9.8% |
| Q3 2015 | $2,624,000 | -1.4% | 57,339 | +6.3% | 0.30% | +5.3% |
| Q2 2015 | $2,660,000 | +3.7% | 53,942 | +4.2% | 0.28% | +2.5% |
| Q1 2015 | $2,565,000 | +9.7% | 51,751 | +8.6% | 0.28% | +4.2% |
| Q4 2014 | $2,338,000 | +0.4% | 47,658 | -3.9% | 0.26% | -5.7% |
| Q3 2014 | $2,329,000 | +16.0% | 49,574 | +15.7% | 0.28% | +11.6% |
| Q2 2014 | $2,007,000 | +46.6% | 42,862 | +40.0% | 0.25% | +30.1% |
| Q1 2014 | $1,369,000 | – | 30,626 | – | 0.19% | – |
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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% |