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 | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |