SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.69 and the average weighting 1.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |