SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,639,000 | -33.6% | 29,162 | -35.8% | 0.12% | -35.4% |
| Q4 2016 | $2,470,000 | +25.3% | 45,422 | +17.0% | 0.19% | +22.3% |
| Q3 2016 | $1,971,000 | +3.0% | 38,816 | +4.0% | 0.16% | +6.1% |
| Q2 2016 | $1,913,000 | -14.1% | 37,309 | -18.2% | 0.15% | -23.7% |
| Q1 2016 | $2,228,000 | +5.4% | 45,612 | -3.9% | 0.19% | +12.1% |
| Q4 2015 | $2,113,000 | -10.7% | 47,451 | +0.5% | 0.17% | -20.3% |
| Q3 2015 | $2,365,000 | +4.0% | 47,209 | +3.6% | 0.22% | +6.4% |
| Q2 2015 | $2,275,000 | +12.4% | 45,582 | +12.6% | 0.20% | +13.3% |
| Q1 2015 | $2,024,000 | -99.9% | 40,487 | -1.6% | 0.18% | +27.7% |
| Q4 2014 | $1,989,573,000 | +100893.6% | 41,166 | -2.0% | 0.14% | -6.0% |
| Q3 2014 | $1,970,000 | +1.9% | 42,013 | +1.8% | 0.15% | -1.3% |
| Q2 2014 | $1,933,000 | +11.2% | 41,287 | +7.3% | 0.15% | +1.3% |
| Q1 2014 | $1,739,000 | +14.7% | 38,484 | +11.8% | 0.15% | +11.1% |
| Q4 2013 | $1,516,000 | +182.8% | 34,429 | +160.7% | 0.14% | +159.6% |
| Q3 2013 | $536,000 | +7.0% | 13,208 | -0.0% | 0.05% | -16.1% |
| Q2 2013 | $501,000 | – | 13,211 | – | 0.06% | – |
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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% |