SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.45 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $635,000 | +13.4% | 9,129 | +6.0% | 0.01% | 0.0% |
| Q2 2018 | $560,000 | -11.7% | 8,614 | -14.4% | 0.01% | 0.0% |
| Q1 2018 | $634,000 | +11.8% | 10,058 | +13.1% | 0.01% | 0.0% |
| Q4 2017 | $567,000 | +20.4% | 8,891 | +13.3% | 0.01% | 0.0% |
| Q3 2017 | $471,000 | +47000.0% | 7,848 | +43500.0% | 0.01% | – |
| Q3 2015 | $1,000 | -85.7% | 18 | -87.8% | 0.00% | – |
| Q2 2015 | $7,000 | +133.3% | 147 | +172.2% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2014 | $3,000 | – | 54 | – | 0.00% | – |
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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% |