SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
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 | 8,116,431 | $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% |